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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2021
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER REPRESENTATIVE & DIRECTOR OF FIDUCIARY SERVICES | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER REPRESENTATIVE & DIRECTOR OF FIDUCIARY SERVICES | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER REPRESENTATIVE & DIRECTOR OF FIDUCIARY SERVICES | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER REPRESENTATIVE & DIRECTOR OF FIDUCIARY SERVICES | NA | Control |
| WILDEY, WENDY, CAROL | I | CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER REPRESENTATIVE & DIRECTOR OF FIDUCIARY SERVICES | NA | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
| HYNES, PAUL, JOSEPH | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 1, 2021 REGISTERED
Notice Filings (3)
AZ CA TX
Address
12555 HIGH BLUFF DRIVESUITE 215
SAN DIEGO, CA 92130
United States
Phone: (858) 792-9122