YARASH GLOBAL SOLUTIONS INC.

RIASEC RegisteredEst. 2025
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$488K
Accounts
41
Employees
20
Advisory reps
1

Firm details

Headquarters
GLENDALE, California
CRD number
335185
Registered since
March 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Corporations / Businesses85%
  • Individuals15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Yarash Global Solutions Inc. is an independent registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory services. It charges a mix of percentage-of-AUM and fixed fees, with other fee arrangements available. Investment activity is centered on pooled public funds and third-party managers rather than concentrated single-stock bets. The adviser is not positioned as a capital allocator; instead it sources exposure through mutual funds and externally managed alternative funds. The firm does not present itself as an active ESG investor and is not designated a multi-state adviser in its snapshot profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 45%, Cash & Cash Equivalents 5%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities45%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • MICHAEL STEWART

    CEO and CCOCRD 5295230

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GLENDALE, CA

LOS ANGELES

Location

GLENDALE, CA

Headquartered in GLENDALE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
801 N Brand Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth