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.
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 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. 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.
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.
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.
You can reach the main office by calling the phone number 215-545-4800 or by fax 215-545-4810. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.