The David J. Yvars Group Inc.
The David J. Yvars Group Inc. is an SEC-registered mass-market adviser with $359.3M assets under management (AUM, regulatory AUM), -1% over one year. See who owns The David J. Yvars Group Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328901, SEC 801-129169, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $359.3M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 489
- CRD
- 328901
- Ownership
- COLLABOLLETTA, MARY JO; LEE, JOSEPH, DENNIS; YVARS, DAVID, JAMES; JR YVARS, DAVID, JAMES
How much AUM does The David J. Yvars Group Inc. have?
The David J. Yvars Group Inc. reported $359.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns The David J. Yvars Group Inc.?
Disclosed owners and executives of The David J. Yvars Group Inc. include COLLABOLLETTA, MARY JO, LEE, JOSEPH, DENNIS, YVARS, DAVID, JAMES, JR YVARS, DAVID, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.