Yellowbrickroad Financial Advisors, LLC is a large advisory firm based in Corte Madera. It manages $265.9 million of regulatory assets for 1,091 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Colorado, and 9 other states.
Yellowbrickroad Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Yellowbrickroad Financial Advisors, LLC is $265.9 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Yellowbrickroad Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Yellowbrickroad Financial Advisors is high net worth individuals with 79 clients and $203.54 million of assets under management. Among the 8 most similar advisory firms, Yellowbrickroad Financial Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $265.9 million for 251 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Yellowbrickroad Financial Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Yellowbrickroad Financial Advisors, LLC performs its advisory services is located at 770 Tamalpais Drive, Corte Madera, CA 94925, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-346-2221 or by fax 415-775-3239. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ybrfinancialadvisors.com.