Hyde Financial Investments LLC (Canton)

Hyde Financial Investments LLC is a large advisory firm based in Canton. It manages $63 million of regulatory assets for 1,500 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.

Hyde Financial Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hyde Financial Investments: assets under management

The assets under management (AUM) of Hyde Financial Investments LLC is $63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hyde Financial Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hyde Financial Investments LLC

Timothy Wellard Hyde has been acting as President since 1 Jan 2009. Charlene Ann Dombrowski joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Wellard Hyde	President	1 Jan 2009	75% - 100%	4337254
Charlene Ann Dombrowski	Chief compliance officer	1 Feb 2009	Other	5199330
William Albert Nappi	President	1 Feb 2009	Other	5378726
Steven Todd Williamson	Vice president	1 Feb 2009	Other	5096209
Randal Clark Bailey	Vice president	1 Feb 2009	Other	1854651
Hyde Financial Llc	Active	1 Feb 2009	75% - 100%	593779228

Based in Canton

The principal office where Hyde Financial Investments LLC performs its advisory services is located at 4450 Belden Village, Canton, OH 44718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.