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Channer Darmour Yanari, LLC (Boulder)


Channer Darmour Yanari, LLC is a large advisory firm based in Boulder. It manages $65.83 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Colorado.

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Channer Darmour Yanari provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Channer Darmour Yanari: assets under management

The assets under management (AUM) of Channer Darmour Yanari, LLC is $65.83 million. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.84 million in discretionary accounts and $19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $267.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Channer Darmour Yanari, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Channer Darmour Yanari, LLC performs its advisory services is located at 1728 Sixteenth Street, Boulder, CO 80302 6357, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-545-5400 or by fax 303-545-5640. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.privatewealthmgt.com.


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