Yms Investment Advisors, Inc. (Philadelphia)

Yms Investment Advisors, Inc. is a large advisory firm based in Philadelphia. It manages $40.37 million of regulatory assets for 306 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Pennsylvania.

Yms Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yms Investment Advisors: assets under management

The assets under management (AUM) of Yms Investment Advisors, Inc. is $40.37 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.36 million in discretionary accounts and $2.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yms Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Yms Investment Advisors, Inc.

Alan H. Mandeloff has been acting as President since 1 Jan 1994. Patricia Mary Green joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan H. Mandeloff	President	1 Jan 1994	25% - 50%	4578901
Terry D. Silver	Vice president	1 Jan 1994	25% - 50%	4578902
Alan Harry Mandeloff	President	1 Jan 1994	25% - 50%	4578901
Terry David Silver	Vice president	1 Jan 1994	25% - 50%	4578902
Roger L. Foster	Shareholder	1 Jan 1995	Other	4578904
Kevin R Ryan	Shareholder	1 Jan 1995	Other	4487291
Dennis Mehigan	Shareholder	1 Jan 1995	Other	4578907
Roger Lee Foster	Shareholder	1 Jan 1995	Other	4578904
Kevin Richard Ryan	Shareholder	1 Jan 1995	Other	4487291
Patricia Mary Green	Chief compliance officer	1 Jul 2004	Other	5035138

Based in Philadelphia

The principal office where Yms Investment Advisors, Inc. performs its advisory services is located at 1800 Jfk Boulevard, 20 Th Fl., Philadelphia, PA 19103 7496, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.