Y
$22.3M Total AUM
$21.6M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-02-2012
- Office Locations
- 1
Office Locations
6633 Eldorado Pkwy 430 Mckinney TX
About Yield Financial Advisors
Yield Financial Advisors is a Mckinney-based RIA. The firm has been operating for 14 years. Managing $22.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal.
Team overview
57 AVG AGE
$22.3M AVG AUM / ADVISOR
$206.5K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
WENDELL WALTER BROCK
Advisor, PRINCIPAL
- CRD
- #2091129
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,600,000 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $22,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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