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Building 2YELLOWBRICKROAD FINANCIAL ADVISORS, LLC

Map pinCORTE MADERA, CA
Phone415-346-2221
NotebookSEC #801-72467
Total AUM
$265.9M
Employees
8
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
770 TAMALPAIS DRIVE
SUITE 206
CORTE MADERA
CA 94925
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
415-346-2221

ReceiptFinancials

Total AUM
$265.9M
Accounts
1,091
Discretionary
$265.1M
Accounts
1,090
Non-Discretionary
$837.2K
Accounts
1

ContactClients

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Individual Clients
171
AUM
$62M
HNW Individual Clients
79
AUM
$203.5M
Pension/Profit Sharing Plan Clients
1
AUM
$385.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLILMANYOHORVAWA

HandshakeAffiliates

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

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