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Building 2THE DAVID J. YVARS GROUP, INC.

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Phone(914) 741-9700
NotebookSEC #801-63040
Total AUM
$260.3M
Employees
5
Clients
533

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
$260.3M
Accounts
919
Discretionary
$178.7M
Accounts
761
Non-Discretionary
$81.6M
Accounts
158

ContactClients

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Individual Clients
350
AUM
$48.1M
HNW Individual Clients
118
AUM
$147.3M
Other Clients
65
AUM
$64.8M
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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