HAYES FINANCIAL, INC.
CRD #288733 SEC #801-111077 SAN JOSE, CA 408-947-7321
SEC Registered
Total AUM
$345M
Discretionary
$342M
Employees
5
Clients
0
Accounts
695
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $345M | $342M | $3M | 5 | 0 |
| Mar 2021 | $274.4M | $269.9M | $4.5M | 5 | 0 |
| Feb 2021 | $274.4M | $269.9M | $4.5M | 5 | 0 |
| Dec 2020 | $228.5M | $223.9M | $4.6M | 5 | 0 |
| May 2020 | $228.5M | $223.9M | $4.6M | 5 | 0 |
| Feb 2020 | $228.5M | $223.9M | $4.6M | 5 | 0 |
| Jan 2020 | $228.5M | $223.9M | $4.6M | 5 | 0 |
| Nov 2019 | $188M | $184.2M | $3.8M | 5 | 0 |
| Apr 2019 | $188M | $184.2M | $3.8M | 5 | 0 |
| Apr 2019 | $188M | $184.2M | $3.8M | 5 | 0 |
| Feb 2019 | $188M | $184.2M | $3.8M | 5 | 0 |
| Feb 2019 | $188M | $184.2M | $3.8M | 5 | 0 |
| Jan 2019 | $174.1M | $174.1M | $0 | 5 | 5 |
| Jan 2019 | $174.1M | $174.1M | $0 | 5 | 5 |
| Jan 2019 | $174.1M | $174.1M | $0 | 5 | 5 |
| Nov 2018 | $174.1M | $174.1M | $0 | 5 | 5 |
| Aug 2018 | $174.1M | $174.1M | $0 | 5 | 5 |
| Jun 2018 | $174.1M | $174.1M | $0 | 5 | 5 |
| May 2018 | $174.1M | $174.1M | $0 | 5 | 5 |
| Apr 2018 | $174.1M | $174.1M | $0 | 5 | 5 |
| Mar 2018 | $174.1M | $174.1M | $0 | 5 | 5 |
| Jan 2018 | $169.8M | $169.8M | $0 | 5 | 0 |
| Dec 2017 | $169.8M | $169.8M | $0 | 5 | 0 |
| Dec 2017 | $169.8M | $169.8M | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
DateMar 2022
Total AUM$345M
Discretionary$342M
Non-Disc.$3M
Employees5
Clients0
DateMar 2021
Total AUM$274.4M
Discretionary$269.9M
Non-Disc.$4.5M
Employees5
Clients0
DateFeb 2021
Total AUM$274.4M
Discretionary$269.9M
Non-Disc.$4.5M
Employees5
Clients0
DateDec 2020
Total AUM$228.5M
Discretionary$223.9M
Non-Disc.$4.6M
Employees5
Clients0
DateMay 2020
Total AUM$228.5M
Discretionary$223.9M
Non-Disc.$4.6M
Employees5
Clients0
DateFeb 2020
Total AUM$228.5M
Discretionary$223.9M
Non-Disc.$4.6M
Employees5
Clients0
DateJan 2020
Total AUM$228.5M
Discretionary$223.9M
Non-Disc.$4.6M
Employees5
Clients0
DateNov 2019
Total AUM$188M
Discretionary$184.2M
Non-Disc.$3.8M
Employees5
Clients0
DateApr 2019
Total AUM$188M
Discretionary$184.2M
Non-Disc.$3.8M
Employees5
Clients0
DateApr 2019
Total AUM$188M
Discretionary$184.2M
Non-Disc.$3.8M
Employees5
Clients0
DateFeb 2019
Total AUM$188M
Discretionary$184.2M
Non-Disc.$3.8M
Employees5
Clients0
DateFeb 2019
Total AUM$188M
Discretionary$184.2M
Non-Disc.$3.8M
Employees5
Clients0
DateJan 2019
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateJan 2019
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateJan 2019
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateNov 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateAug 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateJun 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateMay 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateApr 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateMar 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees5
Clients5
DateJan 2018
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0