Yankee Investor, LLC
Yankee Investor, LLC (CRD# 289421) is a financial advisory firm headquartered in Taunton, MA. They manage $8,500,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$229,730
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Yankee Investor, LLC
1
Robert Sullivan (CRD# 2111898) is an Investment Advisor Representative working at Yankee Investor, LLC in Taunton, MA and has over 33 years of experience in the finance industry.
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