$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2023
- Office Locations
- 1
Office Locations
12526 High Bluff Drive SAN Diego CA
About Yield Growth Advisors
Yield Growth Advisors is an SEC-registered RIA in San Diego focused on cash management for businesses, helping clients deploy unrestricted reserves into short-term, high-yield programs without sacrificing liquidity. The firm emphasizes using the most liquid segments of the U.S. Treasury curve, with a transparency-first approach (no hidden fees or restrictions).
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
David Durra
Chief Compliance Officer, Founder, Manager
- CRD
- #7397108
- 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 | $4,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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