# THE DAVID J. YVARS, GROUP, INC

THE DAVID J. YVARS, GROUP, INC of VALHALLA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 130852
- Type: SEC-registered investment adviser
- SEC file number: 801-63040
- Location: DIAMOND CORPORATE PARK, 400 COLUMBUS AVENUE, VALHALLA, NY, 10595
- Phone: (914) 741-9700
- Latest filing: 2023-03-28
- Regulatory AUM: $260.3M
- Discretionary AUM: $178.7M
- Non-discretionary AUM: $81.6M
- Clients: 5
- Accounts: 919

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| YVARS DAVID JAMES | CHIEF EXECUTIVE OFFICER, SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER (+2 more) | — |
| NARDONE MARYJO | CHIEF FINANICAL OFFICER | — |
| PASSARIELLO DEANO ANTHONY | EXECUTIVE VICE PRESIDENT | — |
| SPENA ESTERINA MARIA | CHIEF OPERATING OFFICER | — |
| LEE JOSEPH DENNIS | VICE PRESIDENT; VICE PRESIDENT AND FINANCIAL ADVISOR | — |
| COLLABOLLETTA MARYJO | CHIEF FINANICAL OFFICER; CHIEF OPERATING OFFICER | — |
| COLLABOLLETTA MARY JO | CHIEF OPERATING OFFICER | — |
| JR YVARS DAVID JAMES | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130852/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130852/similar
- Related entities: https://search.stillhousedata.com/firm/130852/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130852

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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.