YELLOWWOOD FINANCIAL ADVISORS, INC.
YELLOWWOOD FINANCIAL ADVISORS, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser (CRD 121426). Regulatory assets under management: $117.3M.
Registration
- CRD: 121426
- SEC file number: 801-61921
- Type: Registered investment adviser
- Location: 9841 WASHINGTONIAN BOULEVARD, SUITE 380, GAITHERSBURG, MD, 20878
- Phone: (240) 813-1300
- Latest filing: 2013-03-28
- Regulatory AUM: $117.3M
- Discretionary AUM: $115.7M
- Non-discretionary AUM: $1.6M
- Clients: 3
- Accounts: 314
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| GOODMAN ANDREW BRIAN | DIRECTOR OF EQUITY INVESTING | — |
| LIPTON BRIAN ROSS | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| COHEN ROBERT NEAL | VP - DIRECTOR | — |
| LANG ANDREW | SHAREHOLDER | — |
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