The David J. Yvars Group Inc.

RIASEC RegisteredEst. 2023
Total AUM
$359M
Discretionary
$278M
77% of AUM
Avg account
$359K
Accounts
1,000
Employees
6
Advisory reps
4

Firm details

Headquarters
,
CRD number
328901
Registered since
October 9, 2023
Website
yvarsgroup.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI73.37%
  • Other15.92%
  • Individuals10.71%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

The David J. Yvars Group Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and registered in 2023. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is owned by an individual and operates as a retail-focused RIA rather than a capital allocator or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 26%, Cash & Cash Equivalents 6%, US Government Bonds 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents6%
  • US Government Bonds3%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • David Yvars

    David Yvars

    Chief Financial OfficerCRD 5387045

Contacts

3 of 3
  • Mary Jo Collabolletta

    Mary Jo Collabolletta

    Director of Retirement Plan ServicesCRD 2767235

  • David Yvars

    David Yvars

    Senior Portfolio ManagerCRD 1046676

  • Joseph Lee

    Joseph Lee

    Vice President, Financial AdvisorCRD 4469540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$144M in ETFs

Passive

100%

$144M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$44.2M59,04330.66%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth