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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2004
- Office Locations
- 1
Office Locations
About Yh&c Investments Inc.
Y H & C Investments is a Las Vegas–based RIA (Nevada and California licensed) providing personalized wealth management, retirement planning, tax planning, and separately managed accounts. Founder Yale Bock directs research, portfolio management, trading and risk management using a research-driven GARP and concentrated GARP equity approach; SMA portfolios are primarily implemented with ETFs. The firm works with individuals, families, and business owners.
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Owner & Executives
YALE BOCK
Investment Advisor, President
- CRD
- #3112132
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,967,697 | -- |
| Non-Discretionary | $23,898,117 | -- |
| Total | $27,865,814 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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