Hayes & Associates Accountancy Corp (Coronado)

Name: Hayes & Associates Accountancy Corp
Address: 1001 B Avenue, Coronado, CA, 92118
Telephone: 619-435-4195

Hayes & Associates Accountancy Corp is an adviser based in Coronado. It manages $36.43 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Hayes & Associates Accountancy Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and tax preparation and estate planning. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as certified public accountant.

Hayes & Associates Accountancy Corp: assets under management

The assets under management (AUM) of Hayes & Associates Accountancy Corp is $36.43 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.49 million in discretionary accounts and $940.42 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $633.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85.49 thousand.

Hayes & Associates Accountancy Corp has custody of $50 thousand in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hayes & Associates Accountancy Corp 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 Hayes & Associates Accountancy Corp

Charles Hayes has been acting as President since 1 Jan 1987. Charles William Hayes joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Hayes	President	1 Jan 1987	75% - 100%	2623289
Charles William Hayes	President	1 Jan 1987	75% - 100%	2623289
Charles William Hayes	Chief compliance officer	1 Jan 2005	75% - 100%	2623289

Based in Coronado

The principal office where Hayes & Associates Accountancy Corp performs its advisory services is located at 1001 B Avenue, Coronado, CA 92118, 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 619-435-4195 or by fax 619-435-4713. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at hayescpa.com.