YDFS, INC.

YDFS, INC. is an SEC-registered investment adviser (CRD 128995). Regulatory assets under management: $128.1M.

Registration

• CRD: 128995
• SEC file number: 801-134115
• Type: Registered investment adviser
• Phone: 734-447-5305
• Latest filing: 2026-03-31
• Regulatory AUM: $128.1M
• Discretionary AUM: $128.1M
• Clients: 1
• Accounts: 583

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search