Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management (San Diego)

Name: Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management
Address: 12555 High Bluff Drive, San Diego, CA, 92130
Telephone: (858) 792-9122

Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management is a large advisory firm based in San Diego. It manages $113.56 million of regulatory assets for 359 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, California, and Texas.

Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management: assets under management

The assets under management (AUM) of Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management is $113.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management

Paul Joseph Hynes has been acting as President since 1 May 2010. Wendy Carol Wildey joined the executive team most recently as the Chief Compliance Officer & Investment Adviser Representative.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Joseph Hynes	President	1 May 2010	75% - 100%	1314096
Wendy Carol Wildey	Chief compliance officer & investment adviser representative	1 Mar 2014	Other	2299819

Based in San Diego

The principal office where Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management performs its advisory services is located at 12555 High Bluff Drive, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858) 792-9122 or by fax (858) 792-6122. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at hearthstoneinc.com.