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 a small, SEC-registered investment adviser organized as an LLC and operated by an individual owner. The firm offers portfolio management services to both individuals/small businesses and to businesses or institutional clients, charging fees as a percentage of assets under management. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not serve as a pension consultant or capital allocator based on its public filings.