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Hayden & Ross Financial Advisors, P.A. (Moscow)


Hayden & Ross Financial Advisors, P.A. is an adviser based in Moscow. It manages $66.38 million of regulatory assets for 311 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Idaho and Washington.

Hayden & Ross Financial Advisors, P.A provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hayden & Ross Financial Advisors, P.A: assets under management

The assets under management (AUM) of Hayden & Ross Financial Advisors, P.A. is $66.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $213.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hayden & Ross Financial Advisors, P.A. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Evan Jones Vice president 1 Sep 1999 25% - 50% 4483204
Cade Leigh Konen Secretary 1 Oct 2004 25% - 50% 4554129
James Robert Pilcher Treasurer 1 Oct 2004 25% - 50% 4483207

Based in Moscow

The principal office where Hayden & Ross Financial Advisors, P.A. performs its advisory services is located at 315 S. Almon, Moscow, ID 83843, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-882-5547 or by fax 208-882-3724. The normal business hours are 8am to 5pm on Monday - Friday.


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