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THE DAVID J. YVARS GROUP INC.
CRD 328901 · SEC 801-129169
CA, United States
Phone
(914) 741-9700
Fax
(914) 741-9714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$359.3M
Discretionary AUM
$278.5M
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 335 | $38.5M |
| High net worth individuals | 141 | $263.6M |
States served
CA, NJ, NY, NC, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD