$53.2M Total AUM
$53.2M Disc. AUM
-- 3Y CAGR
7 Employees
232 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2016
- Office Locations
- 2
Office Locations
118 E Main St. NEW Albany OH
-- Northport AL
About YFP Wealth
YFP Wealth is a NEW Albany-based RIA with 2 offices. The firm has been operating for 10 years. Managing $53.2M in total assets under management, with 4 advisory representatives. They custody assets with Altruist.
Team overview
40 AVG AGE
$13.3M AVG AUM / ADVISOR
$229.5K AVG AUM / CLIENT
5.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY Jason BAKER
Chief Compliance Officer, Chief Operating Officer, Financial Planner
- CRD
- #6130547
- Ownership
- 50% but less than 75%
Available
Available
Available
Timothy Robert Ulbrich
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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Kimberly Michelle Bolton
Financial Planner and Portfolio Manager
- CRD
- #7334456
Available
Available
Available
Ituoghirisic Virginia Igoni
Associate Financial Planner
- CRD
- #8205448
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,239,038 | $74,460 |
| Non-Discretionary | $0 | -- |
| Total | $53,239,038 | $74,460 |
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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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