YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
CRD #134209 SEC #801-72467 CORTE MADERA, CA 415-346-2221
SEC Registered
Total AUM
$265.9M
Discretionary
$265.1M
Employees
8
Clients
101
Accounts
1,091
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $265.9M | $265.1M | $837.2K | 8 | 0 |
| Nov 2018 | $262.9M | $262.9M | $0 | 8 | 0 |
| Jul 2018 | $262.9M | $262.9M | $0 | 8 | 0 |
| Jun 2018 | $262.9M | $262.9M | $0 | 9 | 0 |
| Mar 2018 | $262.9M | $262.9M | $0 | 9 | 0 |
| Sep 2017 | $232.2M | $232.2M | $0 | 10 | 248 |
| Sep 2017 | $232.2M | $232.2M | $0 | 10 | 248 |
| Apr 2017 | $232.2M | $232.2M | $0 | 10 | 248 |
| Apr 2017 | $232.2M | $232.2M | $0 | 10 | 248 |
| Mar 2017 | $232.2M | $232.2M | $0 | 10 | 248 |
| Mar 2017 | $232.2M | $232.2M | $0 | 10 | 248 |
| Jan 2017 | $211M | $211M | $0 | 10 | 215 |
| Jan 2017 | $211M | $211M | $0 | 10 | 215 |
| Nov 2016 | $211M | $211M | $0 | 10 | 215 |
| Sep 2016 | $211M | $211M | $0 | 9 | 215 |
| Jun 2016 | $211M | $211M | $0 | 9 | 215 |
| May 2016 | $211M | $211M | $0 | 8 | 215 |
| May 2016 | $211M | $211M | $0 | 8 | 215 |
| Mar 2016 | $211M | $211M | $0 | 8 | 215 |
| Mar 2015 | $213.9M | $213.9M | $0 | 9 | 200 |
| Mar 2015 | $213.9M | $213.9M | $0 | 9 | 200 |
| Mar 2014 | $216M | $216M | $0 | 8 | 200 |
| Jul 2013 | $219.7M | $219.7M | $0 | 4 | 300 |
| Mar 2013 | $219.7M | $219.7M | $0 | 4 | 300 |
| Jan 2013 | $198M | $198M | $0 | 3 | 300 |
| Jun 2012 | $198M | $198M | $0 | 6 | 300 |
| Mar 2012 | $198M | $198M | $0 | 6 | 300 |
| Dec 2011 | $199M | $199M | $0 | 6 | 251 |
| Jul 2011 | $199M | $199M | $0 | 10 | -- |
| Jun 2011 | $199M | $199M | $0 | 10 | -- |
DateMar 2019
Total AUM$265.9M
Discretionary$265.1M
Non-Disc.$837.2K
Employees8
Clients0
DateNov 2018
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees10
Clients248
DateSep 2017
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees10
Clients248
DateApr 2017
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees10
Clients248
DateApr 2017
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees10
Clients248
DateMar 2017
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees10
Clients248
DateMar 2017
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees10
Clients248
DateJan 2017
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees10
Clients215
DateJan 2017
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees10
Clients215
DateNov 2016
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees10
Clients215
DateSep 2016
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees9
Clients215
DateJun 2016
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees9
Clients215
DateMay 2016
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees8
Clients215
DateMay 2016
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees8
Clients215
DateMar 2016
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees8
Clients215
DateMar 2015
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees8
Clients200
DateJul 2013
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees3
Clients300
DateJun 2012
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees6
Clients300
DateDec 2011
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients251
DateJul 2011
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees10
Clients--