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YANDELL INVESTMENTS, LLC
CRD 332642 · SEC 801-131115
626 WEST YALE STREET, ORLANDO, FL, 32804, United States
Phone
407-898-5777
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.0M
Discretionary AUM
$171.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $36.2M |
| High net worth individuals | 40 | $86.6M |
States served
GA, NE, TX, FL
Official SEC filing: View on IAPD