# YELLOWWOOD FINANCIAL ADVISORS, INC.

YELLOWWOOD FINANCIAL ADVISORS, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser.

## Registration

- CRD: 121426
- Type: SEC-registered investment adviser
- SEC file number: 801-61921
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121426/similar
- Related entities: https://search.stillhousedata.com/firm/121426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121426

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.