YELLOWWOOD FINANCIAL ADVISORS, INC.
CRD #121426 SEC #801-61921 GAITHERSBURG, MD (240) 813-1300
SEC Registered
Total AUM
$115.6M
Discretionary
$114.8M
Employees
1
Clients
11
Accounts
295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $117.3M | $115.7M | $1.6M | 3 | 26 |
| Mar 2012 | $115.6M | $114.8M | $735K | 1 | 26 |
| Mar 2011 | $108.3M | $107.6M | $710.7K | 5 | -- |
| Mar 2008 | $78.2M | $76.8M | $1.4M | 5 | -- |
| Mar 2007 | $75.2M | $75.2M | $0 | 5 | -- |
| Feb 2006 | $60.7M | $60.7M | $0 | 5 | -- |
| Jan 2006 | $53.9M | $53.9M | $0 | 5 | -- |
DateMar 2013
Total AUM$117.3M
Discretionary$115.7M
Non-Disc.$1.6M
Employees3
Clients26
DateMar 2012
Total AUM$115.6M
Discretionary$114.8M
Non-Disc.$735K
Employees1
Clients26
DateMar 2011
Total AUM$108.3M
Discretionary$107.6M
Non-Disc.$710.7K
Employees5
Clients--
DateMar 2008
Total AUM$78.2M
Discretionary$76.8M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2007
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--