THE DAVID J. YVARS GROUP INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	4

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	775	$214.8M
Non-Discretionary	161	$87.8M
Total	936	$302.6M

Clients

Type	Number	RAUM
Individuals	323	$39.5M
HNW Individuals	102	$172.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	58	$90.4M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-129169
SEC ERA File Number	801-129169
SEC CIK Numbers	1836266
SEC CRD Numbers	328901
Legal Entity Identifier	None

Principal Office

7706 SLOANE GARDENS COURT
UNIVERSITY PARK
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic