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Building 2HAYES FINANCIAL, INC.

Map pinSAN JOSE, CA
Phone408-947-7321
NotebookSEC #801-111077
Total AUM
$345M
Employees
5
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 ALMADEN BLVD
STE 730
SAN JOSE
CA 95113
United States
Operating Hours
7:30 TO 3:30 PM
Monday - Friday
Phone
408-947-7321
Other Offices
2

ReceiptFinancials

Total AUM
$345M
Accounts
695
Discretionary
$342M
Accounts
687
Non-Discretionary
$3M
Accounts
8

ContactClients

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Individual Clients
112
AUM
$38.5M
HNW Individual Clients
112
AUM
$302.1M
Pension/Profit Sharing Plan Clients
7
AUM
$4.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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