Y
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
35 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-1990
- Office Locations
- 1
Office Locations
-- Rockville MD
About Yegen Financial Group, LTD
Yegen Financial Group, LTD is a Rockville-based RIA. The firm has been operating for 35 years. Managing $12.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$12.2M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
E
EDWARD CARDWELL YEGEN JR
President
- CRD
- #801074
- 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 | $12,192,827 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,192,827 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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