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YAISH FINANCIAL SERVICES LLC

Advisory

BERGENFIELD, NJ

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$341K

across 53 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$15M

Non-Discretionary AUM$4M

Discretionary %80.4%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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