Yolles Investment Management Inc (Southfield)

Name: Yolles Investment Management Inc
Address: 3000 Town Center, Ste 2550, Southfield, MI, 48075
Telephone: 248-356-3232

Yolles Investment Management Inc is a large advisory firm based in Southfield. It manages $116 million of regulatory assets for 616 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Yolles Investment Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yolles Investment Management: assets under management

The assets under management (AUM) of Yolles Investment Management Inc is $116 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $116 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yolles Investment Management Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Yolles 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Mark Yolles	President	1 Nov 1987	75% - 100%	1678676
Robert Samrah	Chief investment officer	1 Aug 2000	25% - 50%	2627974

Based in Southfield

The principal office where Yolles Investment Management Inc performs its advisory services is located at 3000 Town Center, Ste 2550, Southfield, MI 48075, 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 248-356-3232 or by fax 248-356-5374. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.yollesinvest.com.