Hya Advisors, Inc is a large advisory firm based in Springfield. It manages $482.63 million of regulatory assets for 1,725 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Arkansas, California, and 7 other states.
Hya Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hya Advisors, Inc is $482.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 767% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hya Advisors, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Dean William Young is high net worth individuals with 163 clients and $352.68 million of assets under management. Among the 6 most similar advisory firms, Hya Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $476.32 million for 436 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hya Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 90 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Dean William Young has been acting as President since 1 Mar 1991. Trinity Yvonne Lee joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hya Advisors, Inc performs its advisory services is located at 1256 E Kingsley St, Springfield, MO 65804 7211, which is also the mailing address of the firm. An additional office of the firm is in Branson, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 417-882-7283 or by fax 417-883-6315. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at heimyoung.com.