|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Yearwood Young Advisors LLC
✚
|
|
|---|---|
| CRD # | 307719 |
| SEC # | 801-127793 |
| CIK # | |
| AUM | $76.1 M (2025-03-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 347-338-0278 |
| Address | 195 Montague Street Brooklyn, NY 11201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 4.4 |
| (b) Individuals (high net worth individuals) | 12 | 71.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 76.1 |
| By Discretionary | ||
| Discretionary | 49 | 76.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 76.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.1 | |
| Total | 49 | 76.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investable Wealth LLC
✚
|
0.1 | |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Bayridge Financial Group Inc
✚
|
NY | 0.1 |
|
Queenbridge Capital LLC
✚
|
NY | 0.1 |
|
Haas Financial Inc
✚
|
FL | 0.1 |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 0.1 |
|
Thinking Big Financial Inc
✚
|
NY | 0.1 |
|
Orchard Advisors LLC
✚
|
0.1 | |
|
North Shore Asset Management LLC
✚
|
0.1 |