# YAISH FINANCIAL

YAISH FINANCIAL of BERGENFIELD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 269856
- Type: SEC-registered investment adviser
- Location: 83 LEE PLACE SUITE 201, BERGENFIELD, NJ, 07621
- Phone: 201-948-4040
- Latest filing: 2026-02-25
- Regulatory AUM: $18.0M
- Discretionary AUM: $14.5M
- Non-discretionary AUM: $3.5M
- Clients: 1
- Accounts: 53

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/269856/brochure
- Similar advisers: https://search.stillhousedata.com/firm/269856/similar
- Related entities: https://search.stillhousedata.com/firm/269856/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/269856

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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.