YIM INVESTMENT MANAGEMENT, LLC

Overview

YIM Investment Management, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm combines fee-based portfolio management with commission-capable brokerage and insurance capabilities, which gives it flexibility to deliver advisory models alongside commission products such as annuities and other insurance solutions. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through publications and seminars. The firm's business model reflects a hybrid practice: it is both a registered representative of a broker-dealer and licensed as a real estate and insurance broker. That alignment drives a product mix that blends liquid, exchange-traded strategies with off-balance-sheet products and real estate opportunities. YIM does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices