| 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 |
The David J. Yvars Group Inc. reports $364.7 million in regulatory assets under management on its Form ADV.
The David J. Yvars Group Inc. reports 5 employees.
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.
| 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 |
| Discretionary | $255.1M |
| Non-discretionary | $109.7M |
| Total (RAUM) | $364.7M |