YELLOWBRICKROAD FINANCIAL ADVISORS, LLC

CORTE MADERA, California·1 registered advisor·CRD# 134209
SEC# 801-724670415-346-2221
01

Firm Overview

AUM
$266M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at YELLOWBRICKROAD FINANCIAL ADVISORS, LLC

1 registered advisor
John Stephen Ohmer
CORTE MADERA, California
05

Office Locations

CORTE MADERA, California
1 advisor

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Data sourced from SEC Form ADV filings. YELLOWBRICKROAD FINANCIAL ADVISORS, LLC (CRD# 134209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.