Yield Growth Advisors

RIASEC RegisteredEst. 2023

Total AUM

$4.8M

Discretionary

$4.8M

100% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 328437
Registered since: October 20, 2023
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI72.92%
Corporations / Businesses27.08%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Yield Growth Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm charges fees as a percentage of assets under management and focuses on portfolio management services for individuals and small businesses as well as for business or institutional clients. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.