HYNES ADVISORY GROUP LLC

RIASEC Registered
Total AUM
$12.8M
Discretionary
$12.8M
100% of AUM
Avg account
$76.2K
Accounts
168
Employees
2
Advisory reps
2

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
145731
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hynes Advisory Group LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Additionally, Hynes Advisory Group LLC engages in publishing periodicals and newsletters, as well as conducting educational seminars and workshops. The firm does not focus on ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Cash & Cash Equivalents 21%, Investment Grade Corp Bonds 4%75%
  • Public Funds/Mutual Funds75%
  • Cash & Cash Equivalents21%
  • Investment Grade Corp Bonds4%

Contacts

2 of 2
  • TIMOTHY BRENNAN

    Investment Advisory RepresentativeCRD 1742181

  • ROBERT HYNES

    OwnerCRD 835209

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
9920 Watson Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth