HAYES FINANCIAL, INC.

SAN JOSE, California·2 registered advisors·CRD# 288733
SEC# 801-1110772408-947-7321
01

Firm Overview

AUM
$345M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HAYES FINANCIAL, INC.

2 registered advisors
Clare Raleigh
SAN JOSE, California
Zachary Daniel Hayes
SAN JOSE, California
05

Office Locations

SAN JOSE, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. HAYES FINANCIAL, INC. (CRD# 288733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.