Yalefunds Management & Research Co is an adviser based in Henderson. It manages $1.13 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nevada.
Yalefunds Management & Research provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Yalefunds Management & Research Co is $1.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Yalefunds Management & Research Co for their services and products based on a percentage of assets under management. 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.
Yi Wang has been acting as President since 1 May 1999. Anthony Delgado joined the executive team most recently as the Director.
The principal office where Yalefunds Management & Research Co performs its advisory services is located at 1282 Autumn Wind Way, Henderson, NV 89052 3054, 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 702-307-9898 or by fax 702-318-8686. The normal business hours are 8:00am to 4:00pm on Monday - Friday.