YARASH GLOBAL SOLUTIONS INC.
Firm details
- Headquarters
- GLENDALE, California
- CRD number
- 335185
- Registered since
- March 28, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Corporations / Businesses85%
- Individuals15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Yarash Global Solutions Inc. is an independent registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory services. It charges a mix of percentage-of-AUM and fixed fees, with other fee arrangements available. Investment activity is centered on pooled public funds and third-party managers rather than concentrated single-stock bets. The adviser is not positioned as a capital allocator; instead it sources exposure through mutual funds and externally managed alternative funds. The firm does not present itself as an active ESG investor and is not designated a multi-state adviser in its snapshot profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities45%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1MICHAEL STEWART
CEO and CCOCRD 5295230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLENDALE, CA
LOS ANGELES
Location
GLENDALE, CA
Headquartered in GLENDALE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 801 N Brand Blvd
- Time zone
- PT (UTC-8)
- Office locations
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