Rayner & Haynor (Mill Valley)

Name: Rayner & Haynor
Address: 655 Redwood Hwy, Suite 370, Mill Valley, CA, 94941 3057
Telephone: 415-332-7433

Rayner & Haynor is a large advisory firm based in Mill Valley. It manages $203.78 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Rayner & Haynor provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rayner & Haynor: assets under management

The assets under management (AUM) of Rayner & Haynor is $203.78 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $193.24 million in discretionary accounts and $10.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $870.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.32 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rayner & Haynor for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rayner & Haynor

Suzanne Weil has been acting as President since 1 Dec 1990. Arno & Carol Rayner Family Trust joined the executive team most recently as the Family Trust.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arno Alfred Rayner	Chairman of the board	1 Jun 1977	Other	4346702
Suzanne Weil	Director	1 Dec 1990	Other	1511690
Charles Masters Haynor	President, treasurer, chief compliance officer, director	1 Nov 1992	75% - 100%	1689289
Carol Kaufman Rayner	Secty/asst. treasurer, director	1 Apr 1998	Other	4346741
Arno Alfred Rayner	Chairman of the board	1 Aug 1999	25% - 50%	4346702
Charles Masters Haynor	President, director	1 Aug 1999	50% - 75%	1689289
Carol Kaufman Rayner	Asst. secty. treasurer, director	1 Oct 1999	Other	4346741
Jeffrey Guy Stoffer	Vice president	1 Feb 2001	Other	4510059
David Anthony Flowers	Asst. vice president, chief compliance officer	1 Aug 2001	Other	2559221
Deborah Lee Hunt	Administrator	1 Aug 2001	Other	4939396
Hugh Charles Ogilvie	Vice president, director	1 Oct 2005	Other	1251629
Hugh Charles Ogilvie	Vice president	1 Mar 2006	Other	1251629
Charles Masters Haynor	Trustee of charles and tracy haynor family trust	1 Jul 2007	50% - 75%	1689289
Tracy Mahachek Haynor	Trustee of the charles and tracy haynor family trust	1 Jul 2007	50% - 75%	5764452
Arno & Carol Rayner Family Trust	Family trust	1 May 2008	Other	xxx-xx-xxxx

Based in Mill Valley

The principal office where Rayner & Haynor performs its advisory services is located at 655 Redwood Hwy, Suite 370, Mill Valley, CA 94941 3057, 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 415-332-7433 or by fax 415-388-5079. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.raynerassociates.com.