Date Published: March 3, 2014
Summary Power Point Deck: 21 Slides
Reference Power Point Deck: 33 Slides
Yellow Brick Road Financial Advisors was founded by John Ohmer in 1987 and is based in San Francisco, CA. The firm has four employees, 300 clients, 1,048 accounts, $220 million assets under management, and is led by its Owner John Ohmer. Its web site can be found at www.ybrfinancialadvisors.com.
Yellow Brick Road Financial Advisors' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under management, revenues, & net profits.
- Unisource Investment Group Phase
- American Express Financial Advisors Phase
- LPL Financial Phase
- RIA Phase
Its profile includes detailed outlines of its core services:
And its profile concludes with the highlights of its organizational structure & ownership.
- Financial Planning
- Investment Planning
- Retirement Planning
- Education Planning
- Tax Planning