Yield Growth Advisors
Firm details
- Headquarters
- San Diego, California
- CRD number
- 328437
- Registered since
- October 20, 2023
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.92%
- Corporations / Businesses27.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yield Growth Advisors is a California-based limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its advisory mandate centers on discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. The firm reports a fixed-income orientation and is not identified as an active ESG investor.
Assets & Accounts
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 1
David Durra
Founder, CEOCRD 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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 12526 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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