$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2024
- Office Locations
- 1
Office Locations
6991 E Camelback RD Suite D-300 Scottsdale AZ
About Your Investment Advisor
Your Investment Advisor LLC is an independent, fee-only RIA based in Scottsdale, Arizona, led by owner and investment adviser representative Ryan Haas. The firm provides portfolio management, building and managing diversified portfolios aligned to client goals, time horizon, and risk tolerance. Client accounts are opened and serviced through Altruist, enabling streamlined custody and a digital client portal experience.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$188.5K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Ryan Haas
Owner
- CRD
- #7980876
- 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 | $2,639,366 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,639,366 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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