HAYDEN ROYAL, LLC

HTTP://WWW.3GWEALTH.COM CHARLOTTE, NC Investment Advisor How do I update this listing?

Also known as:

  • GREAT LAKES & ATLANTIC WEALTH MANAGEMENT & ADVISORY PARTNERS LLC

Hayden Royal is based out of Charlotte. Hayden Royal is a large advisory firm with 3302 clients and discretionary assets under management (AUM) of $613,236,585 (Form ADV from 2018-11-05). Their last reported 13F filing for Q4 2018 included $195,817,000 in managed 13F securities and a top 10 holdings concentration of 31.25%. Hayden Royal's largest holding is Apple Inc with shares held of 56,891. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HAYDEN ROYAL
4201 CONGRESS STREET SUITE 420
CHARLOTTE NC    28209
Country: United States

Business Phone: 7049190439
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 29
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 3302
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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