CUSTOMERS' YACHTS ADVISERS, INC.

Overview

Customers' Yachts Advisers, Inc. is a small, owner-operated corporate registered investment adviser that manages portfolios for individuals and families, and for small business clients. The firm charges fees as a percentage of assets under management and focuses its advisory business on discretionary portfolio management rather than running pooled investment vehicles. FINTRX notes the firm is not an active ESG investor, is not a multistate adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices