Yorkville Ives & Co, LLC
Firm details
- Headquarters
- Mountainside, New Jersey
- CRD number
- 330480
- Registered since
- April 3, 2025
Firm profile
FINTRXOverview
Yorkville Ives & Co, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser (registration year listed as 2025). The record classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The profile contains limited disclosure about the firm’s advisory scope, fee schedule, client types, or specific business activities. The firm does not identify itself as a capital allocator and does not report being an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Roger Briggs
CEOCRD 1140433

Timothy Bowman
Chief Financial OfficerCRD 2247374

Barrett Schultz
Chief Compliance OfficerCRD 2741114
Contacts
3 of 39
Scott Ammaturo
Senior Managing DirectorCRD 2722795

Forbes Giovanni Aggabao
AnalystCRD 7907170

Thomas Curran
ConsultantCRD 4032469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mountainside, NJ
Union
Location
Mountainside, NJ
Headquartered in Mountainside, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 1012 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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