Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 45
Average Client Assets: $2.2 million
Frequently Asked Questions
YDREAM FINANCIAL SERVICES, 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 #128995), YDREAM FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
YDREAM FINANCIAL SERVICES, INC. serves 45 high-net-worth clients according to their SEC filing dated August 26, 2025. View client details ↓
According to their SEC Form ADV, YDREAM FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
YDREAM FINANCIAL SERVICES, INC. manages $117 million in client assets according to their SEC filing dated August 26, 2025.
According to their SEC Form ADV, YDREAM FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.86%
Average Client Assets: $2.2 million
Total Client Accounts: 557
Discretionary Accounts: 557
Regulatory Filings
CRD Number: 128995
Filing ID: 2011810
Last Filing Date: 2025-08-26 08:42:00