Yorkville Ives & Co, LLC
Firm details
- Headquarters
- Mountainside, New Jersey
- CRD number
- 330480
- Registered since
- April 3, 2025
- Website
- www.yorkvilleives.com
Firm profile
FINTRXOverview
Yorkville Ives & Co, LLC is organized as a limited liability company and is identified in the dataset as an unclassified advisory entity. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator and is not flagged as an active ESG investor. Additional operational attributes in the dataset indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The submission contains no detail on the firm’s investment approach, fee schedule, target client segments, or day-to-day advisory activities, so there is no public-facing description of strategy, risk profile, or service model to evaluate from the provided data.
Assets & Accounts
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
Owners & executives
3 of 3
Timothy Bowman
Chief Financial OfficerCRD 2247374

Barrett Schultz
Chief Compliance OfficerCRD 2741114

Roger Briggs
CEOCRD 1140433
Contacts
3 of 45
Ian Serko
DirectorCRD 6090187

Kristen Frisby
Compliance OfficerCRD 6448493

Charles Comer
ConsultantCRD 1163608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mountainside, NJ
Union
Location
Mountainside, NJ
Headquartered in Mountainside, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 1012 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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