Investment adviser · CRD 121426

YELLOWWOOD FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

GAITHERSBURG, MD, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$117M
Form ADV · Item 5.F
Client accounts
314
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Mar 28, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9841 WASHINGTONIAN BOULEVARD, SUITE 380
GAITHERSBURG, MD, 20878, United States

CRD 121426

Filing source

Form ADV 714674 · Mar 28, 2013 · 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.