YAISH FINANCIAL

YAISH FINANCIAL of BERGENFIELD, NJ is an SEC-registered investment adviser (CRD 269856). Regulatory assets under management: $18.0M.

Registration

• CRD: 269856
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search