$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2017
- Office Locations
- 1
Office Locations
128 Union Street Suite 502 NEW Bedford MA
About Yankee Investor, LLC
Yankee Investor, LLC is a New Bedford, MA fiduciary RIA delivering fee-based financial advice and retirement planning, including 401(k) guidance and investment risk management. The firm builds diversified portfolios across ETFs, stocks, mutual funds, bonds and CDs, with a focus on reducing excess fees and commissions and explaining options in plain terms. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$282.1K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT B SULLIVAN
Chief Compliance Officer, PRINCIPAL
- CRD
- #2111898
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,300 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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