Overview
Assets Under Management: $263 million
Headquarters: CORTE MADERA, CA
High-Net-Worth Clients: 81
Average Client Assets: $2.5 million
Frequently Asked Questions
YELLOWBRICKROAD FINANCIAL ADVISORS, 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 #134209), YELLOWBRICKROAD FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC is headquartered in CORTE MADERA, CA.
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC serves 81 high-net-worth clients according to their SEC filing dated November 19, 2018. View client details ↓
According to their SEC Form ADV, YELLOWBRICKROAD FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC manages $263 million in client assets according to their SEC filing dated November 19, 2018.
According to their SEC Form ADV, YELLOWBRICKROAD FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.52%
Average Client Assets: $2.5 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 134209
Filing ID: 1252671
Last Filing Date: 2018-11-19 17:25:00