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Yankwitt, Ian Jeffrey (White Plains)


Yankwitt, Ian Jeffrey is a large advisory firm based in White Plains. It manages $45.72 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, New Jersey, and New York.




Yankwitt, Ian Jeffrey provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yankwitt, Ian Jeffrey: assets under management

The assets under management (AUM) of Yankwitt, Ian Jeffrey is $45.72 million. 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 $44.07 million in discretionary accounts and $1.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $411.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $182.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yankwitt, Ian Jeffrey for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in White Plains

The principal office where Yankwitt, Ian Jeffrey performs its advisory services is located at 222 Mamaroneck Avenue, White Plains, NY 10605, 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 914-686-0024 or by fax 914-227-9174. The normal business hours are 9am to 7pm on Monday - Friday.


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