THE DAVID J. YVARS GROUP, INC.
Total AUM
$260.3M
Employees
5Clients
533Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(914) 741-9700
Other Offices
3
Financials
Total AUM
$260.3M
Accounts
919Discretionary
$178.7M
Accounts
761Non-Discretionary
$81.6M
Accounts
158
Clients
Individual Clients
350AUM
$48.1M
HNW Individual Clients
118AUM
$147.3M
Other Clients
65AUM
$64.8M
Description of Other Clients
401K PLANS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACTFLNCNHNJNYPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.