Overview
Assets Under Management: $365 million
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Frequently Asked Questions
THE DAVID J. YVARS GROUP INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328901), THE DAVID J. YVARS GROUP INC. is subject to fiduciary duty under federal law.
THE DAVID J. YVARS GROUP INC. serves 125 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, THE DAVID J. YVARS GROUP INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
THE DAVID J. YVARS GROUP INC. manages $365 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, THE DAVID J. YVARS GROUP INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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