$87.1M Total AUM
$87.1M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2021
- Office Locations
- 1
Office Locations
195 Montague Street 14th Floor Brooklyn NY
About Yearwood Young Advisors
Yearwood Young Advisors is an independent, commission-free RIA providing holistic financial planning and portfolio guidance for individuals and families, including budgeting, retirement, and values-based goal planning. Founder Kate Yearwood Young, CFA, CFP, brings institutional and HNW experience, including alternative strategies, to client portfolios. Primary custodian: Schwab. Currently at capacity with a waitlist.
Team overview
39 AVG AGE
$87.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KATHERINE YEARWOOD YOUNG
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #4983770
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,102,550 | $1,340,039 |
| Non-Discretionary | $0 | -- |
| Total | $87,102,550 | $1,340,039 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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