Y
$25.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2008
- Office Locations
- 1
Office Locations
-- Bolton MA
About Yellow DOG Financial, Inc.
Yellow DOG Financial, Inc. is a Bolton-based RIA. The firm has been operating for 17 years. Managing $25.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Betterment.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$361.5K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM TERRELL NICKLES
President, Principal
- CRD
- #2774360
- 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 | $0 | -- |
| Non-Discretionary | $25,663,653 | -- |
| Total | $25,663,653 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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