Yarash Global Solutions Inc.

RIASEC & State Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$488K
Accounts
41
Employees
20
Advisory reps
2

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 organized as a corporation and registered with the SEC in 2025. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation arrangements are a mix of percentage-of-AUM, fixed fees, and other fee arrangements. The firm indicates an industry affiliation with an insurance company and does not identify as an active ESG investor.

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

    Michael Stewart

    CEO and CCOCRD 5295230

Contacts

1 of 1
  • Candace Lathan

    Candace Lathan

    AgentCRD 6670162

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth