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Building 2THE DAVID J. YVARS GROUP INC.

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Phone(914) 741-9700
NotebookSEC #801-129169
Total AUM
$359.3M
Employees
6
Clients
489

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(914) 741-9700
Other Offices
3

ReceiptFinancials

Total AUM
$359.3M
Accounts
1,000
Discretionary
$278.5M
Accounts
840
Non-Discretionary
$80.9M
Accounts
160

ContactClients

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Individual Clients
335
AUM
$38.5M
HNW Individual Clients
141
AUM
$263.6M
Other Clients
13
AUM
$57.2M
Description of Other Clients
401K PLANS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACTFLNCNHNJNYPATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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