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YANKEE INVESTOR, LLC
CRD 289421
128 UNION STREET, SUITE 502, NEW BEDFORD, MA, 02740, United States
Phone
(508) 738-4088
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.0M
Discretionary AUM
$11.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-08-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD