RIA Intel›Advisers›California›YAGER ROBERT ALAN

YAGER ROBERT ALAN

Advisory

N·SAN JOSE, CA

Data as of Jan 8, 2018 · Source: SEC Form ADV

Total AUM

$4M

1-Year AUM Growth

-97.3%

3-Year CAGR

-63.6%

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$500K

Non-Discretionary AUM$3M

Discretionary %14.3%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingJul 31, 2001

Latest FilingJan 8, 2018

🔒 Full AUM trend chart and 30 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on YAGER ROBERT ALAN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.