HAYES FINANCIAL, INC.

HAYES FINANCIAL, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 288733). Regulatory assets under management: $345.0M.

Registration

• CRD: 288733
• SEC file number: 801-111077
• Type: Registered investment adviser
• Location: 99 ALMADEN BLVD, STE 730, SAN JOSE, CA, 95113
• Phone: 408-947-7321
• Latest filing: 2022-03-18
• Regulatory AUM: $345.0M
• Discretionary AUM: $342.0M
• Non-discretionary AUM: $3.0M
• Clients: 5
• Accounts: 695

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 288733 on SEC IAPD (source of record)
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