Investment adviser · CRD 158631

NICHOLAS YRIZARRY WEALTH MANAGEMENT GROUP

Investment adviser filing (IA)

NY&A, LLC

LAGUNA BEACH, CA, United States · Form ADV filed Feb 14, 2012

Regulatory AUM
$12M
Form ADV · Item 5.F
Client accounts
141
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

361 FOREST AVENUE, SUITE 202
LAGUNA BEACH, CA, 92651, United States

CRD 158631

Filing source

Form ADV 612974 · Feb 14, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.