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THE YANKER GROUP
13611 Barrett Office Dr., Ste. 100
Manchester, Missouri 63021
Tel: (314) 962-5600
About THE YANKER GROUP
THE YANKER GROUP, formally registered with the SEC as THE YANKER GROUP. The firm was established in 04/09/2020. They have over 1 offices throughout the country.
THE YANKER GROUP is a Manchester, Missouri based Financial Planning firm with nearly $218,604,409 assets under management, offering retirement planning & investment advisory services to 799 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281364 |
| SEC# | 801-118402 |
| Assets Managed by Firm | $218,604,409 |
| No. of Clients | 799 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 799 | $218,604,409 |
| Individuals (other than high net worth individuals) | 307 | $61,472,409 |
| High net worth individuals | 66 | $153,132,000 |
| Pension and profit sharing plans | 4 | $4,000,000 |
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|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
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| $169,541,361,944 | 13 | 218 |
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