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YEARWOOD YOUNG ADVISORS
YEARWOOD YOUNG ADVISORS LLC
CRD 307719 · SEC 801-127793
195 MONTAGUE STREET, 14TH FLOOR, BROOKLYN, NY, 11201, United States
Phone
347-338-0278
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$87.1M
Discretionary AUM
$87.1M
Team
2 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.9M |
| High net worth individuals | 14 | $80.2M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD