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YAISH FINANCIAL
YAISH FINANCIAL SERVICES LLC
CRD 269856
83 LEE PLACE SUITE 201, BERGENFIELD, NJ, 07621, United States
Phone
201-948-4040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$14.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $6.4M |
| High net worth individuals | 4 | $8.1M |
| Pension/profit sharing plans | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD