HYNES ADVISORY INC.
Legal name: HEARTHSTONE | PRIVATE WEALTH MANAGEMENT
CRD #154890 SEC #801-100424 SAN DIEGO, CA (858) 792-9122
SEC Registered
Total AUM
$299.2M
Discretionary
$299.2M
Employees
9
Clients
1
Accounts
581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $299.2M | $299.2M | $33.1K | 9 | 0 |
| May 2020 | $268.3M | $267.9M | $402.3K | 7 | 0 |
| Apr 2020 | $268.3M | $267.9M | $402.3K | 7 | 0 |
| Mar 2020 | $268.3M | $267.9M | $402.3K | 7 | 0 |
| Apr 2019 | $215.5M | $215.1M | $469.4K | 7 | 0 |
| Mar 2019 | $215.5M | $215.1M | $469.4K | 7 | 0 |
| Jul 2018 | $176.2M | $175.9M | $277.2K | 6 | 0 |
| Mar 2018 | $176.2M | $175.9M | $277.2K | 6 | 0 |
| Mar 2017 | $126.1M | $125.9M | $272K | 4 | 100 |
| Mar 2017 | $126.1M | $125.9M | $272K | 4 | 100 |
| Nov 2016 | $113.6M | $113.6M | $0 | 5 | 100 |
| Mar 2016 | $113.6M | $113.6M | $0 | 5 | 100 |
| Jun 2015 | $101.3M | $101.3M | $0 | 2 | 100 |
DateApr 2021
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$33.1K
Employees9
Clients0
DateMay 2020
Total AUM$268.3M
Discretionary$267.9M
Non-Disc.$402.3K
Employees7
Clients0
DateApr 2020
Total AUM$268.3M
Discretionary$267.9M
Non-Disc.$402.3K
Employees7
Clients0
DateMar 2020
Total AUM$268.3M
Discretionary$267.9M
Non-Disc.$402.3K
Employees7
Clients0
DateApr 2019
Total AUM$215.5M
Discretionary$215.1M
Non-Disc.$469.4K
Employees7
Clients0
DateMar 2019
Total AUM$215.5M
Discretionary$215.1M
Non-Disc.$469.4K
Employees7
Clients0
DateJul 2018
Total AUM$176.2M
Discretionary$175.9M
Non-Disc.$277.2K
Employees6
Clients0
DateMar 2018
Total AUM$176.2M
Discretionary$175.9M
Non-Disc.$277.2K
Employees6
Clients0
DateMar 2017
Total AUM$126.1M
Discretionary$125.9M
Non-Disc.$272K
Employees4
Clients100
DateMar 2017
Total AUM$126.1M
Discretionary$125.9M
Non-Disc.$272K
Employees4
Clients100
DateNov 2016
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees5
Clients100
DateJun 2015
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees2
Clients100