Overview
Assets Under Management: $171 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 40
Average Client Assets: $2.2 million
Frequently Asked Questions
YANDELL INVESTMENTS, LLC 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 #332642), YANDELL INVESTMENTS, LLC is subject to fiduciary duty under federal law.
YANDELL INVESTMENTS, LLC is headquartered in ORLANDO, FL.
YANDELL INVESTMENTS, LLC serves 40 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, YANDELL INVESTMENTS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
YANDELL INVESTMENTS, LLC manages $171 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, YANDELL INVESTMENTS, LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.64%
Average Client Assets: $2.2 million
Total Client Accounts: 337
Discretionary Accounts: 337
Regulatory Filings
CRD Number: 332642
Filing ID: 2050254
Last Filing Date: 2026-03-24 08:21:15