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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2015
- Office Locations
- 1
Office Locations
About THE Yanker Group
The Yanker Group is a family-run, independent RIA serving affluent families, retirees, and business owners with personalized financial planning and portfolio management. The team coordinates with estate and tax professionals to deliver integrated planning around trusts, legacy goals, and tax-aware strategies, alongside insurance and day-to-day money management. Operates on the LPL Financial platform with a CFP-led, education-forward client approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT WILLIAM YANKER
Advisor, President
- CRD
- #1255764
- Ownership
- 75% or more
CAROL YANKER
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSEPH PETER FARHATT
--
- CRD
- #4623647
CARLYE YANKER KNIGHT
Director
- CRD
- #6053957
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $296,377,533 | $404,887 |
| Non-Discretionary | $0 | -- |
| Total | $296,377,533 | $404,887 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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