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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2008
- Office Locations
- 1
Office Locations
About Ydream Financial Services, Inc.
YDream Financial Services is a fee-only, NAPFA-registered CFP firm providing concierge financial planning and discretionary portfolio management. The team focuses on retirement, tax, and benefit decisions and ongoing investment guidance for individuals and families, serving Michigan, Tennessee and clients nationwide (where registered). Custody is primarily through Fidelity/NFS; principal Sam H. Fawaz has been featured in Money and Entrepreneur.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HUSSIEN SAMUEL FAWAZ
Chief Compliance Officer, President, Secretary
- CRD
- #4708300
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,096,359 | $219,719 |
| Non-Discretionary | $0 | -- |
| Total | $128,096,359 | $219,719 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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