Yorkville Ives & Co, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Mountainside, New Jersey
CRD number
330480
Registered since
April 3, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Roger Briggs

    Roger Briggs

    CEOCRD 1140433

  • Timothy Bowman

    Timothy Bowman

    Chief Financial OfficerCRD 2247374

  • Barrett Schultz

    Barrett Schultz

    Chief Compliance OfficerCRD 2741114

Contacts

3 of 39
  • Scott Ammaturo

    Scott Ammaturo

    Senior Managing DirectorCRD 2722795

  • Forbes Giovanni Aggabao

    Forbes Giovanni Aggabao

    AnalystCRD 7907170

  • Thomas Curran

    Thomas Curran

    ConsultantCRD 4032469

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth