|
⚲
|
| The Yanker Group Inc
✚
|
|
|---|---|
| CRD # | 281364 |
| SEC # | 801-118402 |
| CIK # | |
| AUM | $265.0 M (2025-03-30) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 314-962-5600 |
| Address | 13611 Barrett Office Dr, Ste 100 Manchester, MO 63021 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 72.0 |
| (b) Individuals (high net worth individuals) | 293 | 189.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 852 | 265.0 |
| By Discretionary | ||
| Discretionary | 852 | 265.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 852 | 265.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.0 | |
| Total | 852 | 265.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ransom Advisory Ltd
✚
|
RI | 0.3 |
|
Professional Financial Management Inc
✚
|
MT | 0.3 |
|
Clientfirst Wealth Management LLC
✚
|
AR | 0.3 |
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Wilson & Boucher Capital Management LLC
✚
|
0.3 | |
|
Baugh & Associates LLC
✚
|
GA | 0.3 |
|
Lester Financial Group LLC
✚
|
IL | 0.3 |
|
Thoma Capital Management LLC
✚
|
MD | 0.3 |
|
LPFG LLC
✚
|
OH | 0.3 |
|
Royal Oak Financial Group
✚
|
OH | 0.3 |