THE DAVID J. YVARS GROUP INC.
SEC Form ADV profile.
Total regulatory AUM
$359,326,254
Discretionary
$278,469,515
Non-discretionary
$80,856,739
Firm details
- CRD number
- 328901
- SEC file number
- 801-129169
- Employees
- 6
- SEC status
- Approved
- Website
- https://yvarsgroup.com
- Fee structure
-
Percentage of AUM
As of October 2026.