Riley
Hayes
Spinnaker Investment Group, LLC
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About this Advisor
Riley Hayes is a financial advisor operating out of Newport Beach, California who has 3 years of industry experience. Hayes is an employee of Spinnaker Investment Group, LLC. Throughout their career, Hayes has worked at Spinnaker Investment Group, LLC, Alucid Technologies, Dalucidly, King Tide Organics, Everything Bagel LLC, Good Morning Newport and Riley Hayes Sole Proprietor. Hayes maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in California. Spinnaker Investment Group, LLC is a financial advisory business operating out of Newport Beach, CA. It manages $515 million in total assets across its 2,150 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 2,150 accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually depend on the type of financial services. However, fee types charged by Spinnaker Investment Group, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spinnaker Investment Group, LLC Brokerage Details
$514,557,166
10
2,150
$239,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Riley Hayes Work History
Riley has been registered as a financial advisor for 3 years.*
Spinnaker Investment Group, LLC
King Tide Organics
Everything Bagel LLC
Good Morning Newport
Dalucidly
Alucid Technologies
Riley Hayes Sole Proprietor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Riley Hayes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spinnaker Investment Group, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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