$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
2 Employees
86 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha vectorBeacon meridian
- Established Date
- 11-27-2007
- Office Locations
- 1
Office Locations
9920 Watson Road Suite 107 ST Louis MO
About Hynes Advisory Group LLC
Hynes Advisory Group, LLC is a St. Louis-based advisory firm focused on retirement planning, helping clients translate goals and values into a clear strategy and goals-based investments. The team coordinates portfolio construction with tax, estate, and insurance/legacy planning, emphasizing income planning for retirees and business owners, with custody at Charles Schwab.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$148.8K AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Atlas delta
Client Personas
North peak Pathway
Custodian
Meridian Meridian Matrix Capital matrix Frontier Horizon oak
Investment Themes
Timber Matrix Signal matrix
Investment Vehicles
Focus glacier Optima ridge
Services
Timber Zenith Value Signal Matrix delta Bridge Optima Capital Radial meridian Foundation foundation
Technology
Delta Wave
Owner & Executives
R
ROBERT EMMETT HYNES JR
Investment Advisor, President
- CRD
- #835209
- Ownership
- 75% or more
(329) 627-5716
frontier.momentum@zenithcapital.com
in linkedin.com/in/focus-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
TIMOTHY JAMES BRENNAN
Investment Advisor
- CRD
- #1742181
(301) 287-3447
prime.north@unisoncapital.com
in linkedin.com/in/peak-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,800,000
Public Funds:
32.5% Cash:
48.7% Corporate - Investment Grade:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,308,635,634 | 32.5% |
| Cash | $3,459,401,704 | 48.7% |
| Corporate - Investment Grade | $1,335,456,920 | 18.8% |
| Total | $7,103,494,258 | 100.0% |