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Building 2YANDELL INVESTMENTS, LLC

Map pinORLANDO, FL
Phone407-898-5777
NotebookSEC #801-131115
Total AUM
$171M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
626 WEST YALE STREET
ORLANDO
FL 32804
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
407-898-5777
Other Offices
1

ReceiptFinancials

Total AUM
$171M
Accounts
337
Discretionary
$171M
Accounts
337
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$36.2M
HNW Individual Clients
40
AUM
$86.6M
Charitable Organization Clients
1
AUM
$35.1M
Corporation or Business Clients
1
AUM
$13.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANETX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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