YIELD GROWTH ADVISORS
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 328437
- Registered since
- October 20, 2023
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.77%
- Corporations / Businesses30.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yield Growth Advisors operates as a limited liability company, focusing primarily on portfolio management services for individuals, small businesses, and institutional clients. Established in 2023, the firm is relatively new to the investment advisory landscape. Yield Growth Advisors employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not engage in active ESG investing and does not classify itself as a multi-state adviser.
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
- US Government Bonds100%
Owners & executives
1 of 1David Durra
Chief Compliance OfficerCRD 7397108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12526 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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