The David J. Yvars Group Inc.
● SEC registered since 2023CRD 328901SEC# 801-129169
Reg. AUM
$359.3M
Employees
6
Accounts
1,000
Location
—
The David J. Yvars Group Inc. assets under management
The David J. Yvars Group Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $359.3 million in regulatory assets under management and employs 6 people.
The David J. Yvars Group Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Jr Yvars Control | Chief Financial Officer And Financial Advisor | 10-25% | 2023 |
| David James Yvars Control | Chief Executive Officer, Senior Portfolio Manager And Chief Compliance Officer | Over 75% | 2023 |
| Joseph Dennis Lee Control | Vice President And Financial Advisor | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does The David J. Yvars Group Inc. manage?
The David J. Yvars Group Inc. reports $359.3 million in regulatory assets under management on its Form ADV.
How many employees does The David J. Yvars Group Inc. have?
The David J. Yvars Group Inc. reports 6 employees.
Does The David J. Yvars Group Inc. disclose fund performance?
The David J. Yvars Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (914) 741-9700 |
| Fax | (914) 741-9714 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1836266 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$359.3M▼ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$359.3Mregulatory AUM
Discretionary $278.5MNon-discretionary $80.9M