Overview
Assets Under Management: $365 million
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 951
Discretionary Accounts: 770
Non-Discretionary Accounts: 181
Regulatory Filings
CRD Number: 328901
Last Filing Date: 2025-02-11 00:00:00
Website: https://yvarsgroup.com