YANKEE INVESTOR, LLC

Overview

Yankee Investor, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM) and hourly charges. While Yankee Investor, LLC does not actively engage in environmental, social, and governance (ESG) investing, it has established itself as a reliable advisor in the wealth management space.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices