This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
About Yaish Financial
Yaish Financial Services provides financial planning, investment management, and risk management for individuals navigating retirement, special-needs family planning, divorce or widowhood, and sudden wealth events. Portfolios are customized to client goals and temperament and guided by modern portfolio theory and research-driven processes, with an emphasis on wealth protection and legacy planning. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONN YAISH
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6540248
- Ownership
- 50% but less than 75%
REENA S KINDERLEHRER
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,506,358 | -- |
| Non-Discretionary | $3,542,250 | -- |
| Total | $18,048,608 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing