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Yeager Wood & Marshall Inc (New York)


Yeager Wood & Marshall Inc is a large advisory firm based in New York. It manages $594.5 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001.




Yeager Wood & Marshall provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yeager Wood & Marshall: assets under management

The assets under management (AUM) of Yeager Wood & Marshall Inc is $594.5 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $561.4 million in discretionary accounts and $33.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.03 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yeager Wood & Marshall Inc for their services and products based on a percentage of assets under management 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 New York

The principal office where Yeager Wood & Marshall Inc performs its advisory services is located at 630 Fifth Ave, New York, NY 10111, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-765-5350 or by fax 212-765-5548. The normal business hours are 9:00 to 5:00 on Monday - Friday.


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