Yolles Samrah Investment Management Inc. (Bloomfield Hills)

Name: Yolles Samrah Investment Management Inc.
Address: 33 Bloomfield Hills Parkway, Bloomfield Hills, MI, 48304
Telephone: 248-502-1212

Yolles Samrah Investment Management Inc. is a large advisory firm based in Bloomfield Hills. It manages $149.96 million of regulatory assets for 605 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Michigan, and Texas.

Yolles Samrah Investment Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yolles Samrah Investment Management: assets under management

The assets under management (AUM) of Yolles Samrah Investment Management Inc. is $149.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $149.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.87 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yolles Samrah Investment Management Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Yolles Samrah Investment Management Inc.

Ronald Mark Yolles has been acting as President since 1 Nov 1987. Robert Samrah has served as the Chief Investment Officer since 1 Aug 2000. Robert Joseph Samrah joined the executive team most recently as the Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Mark Yolles	President	1 Nov 1987	50% - 75%	1678676
Timothy Patrick Atkinson	Compliance officer	1 May 1996	Other	2335446
Robert Samrah	Chief investment officer	1 Aug 2000	25% - 50%	2627974
Robert Joseph Samrah	Chief investment officer	1 Aug 2000	Other	2627974

Based in Bloomfield Hills

The principal office where Yolles Samrah Investment Management Inc. performs its advisory services is located at 33 Bloomfield Hills Parkway, Bloomfield Hills, MI 48304, 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 248-502-1212 or by fax 248-502-1140. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.yollesinvest.com.