|
⚲
|
| YDFS Inc
✚
|
|
|---|---|
| CRD # | 128995 |
| SEC # | 801-134115 |
| CIK # | |
| AUM | $128.1 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 734-447-5305 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 105.7 |
| (b) Individuals (high net worth individuals) | 46 | 22.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 583 | 128.1 |
| By Discretionary | ||
| Discretionary | 583 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 583 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 583 | 128.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |
|
Pasnau Investment Management Inc
✚
|
0.1 | |
|
Hudson Heritage Capital Management Inc
✚
|
NY | 0.1 |
|
Banta Asset Management LP
✚
|
CA | 0.1 |
|
Berkeley Capital Management LLC
✚
|
KS | 0.1 |
|
Broadhurst Financial Advisors Inc
✚
|
TX | 0.1 |
|
Indfin LLC
✚
|
0.1 | |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
|
The Marin Group Inc
✚
|
GA | 0.1 |
|
Harbor Hills Inc
✚
|
CA | 0.1 |