THE DAVID J. YVARS, GROUP, INC

THE DAVID J. YVARS GROUP, INC.
4 registered advisors·CRD# 130852
SEC# 801-630403(914) 741-9700
01

Firm Overview

AUM
$260M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at THE DAVID J. YVARS, GROUP, INC

4 registered advisors
David James Jr Yvars
VALHALLA, New York
David James Yvars
VALHALLA, New York
Joseph Dennis Lee
VALHALLA, New York
Mary Jo Collabolletta
VALHALLA, New York
05

Office Locations

VALHALLA, New York
4 advisors

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Data sourced from SEC Form ADV filings. THE DAVID J. YVARS, GROUP, INC (CRD# 130852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.