Kevin
Yam

Iron Point Partners, LLC

CRD#4206362
Investment Advisor
in Washington, DC

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About this Advisor

Kevin Yam is a financial advisor based in Washington, District of Columbia, working with Iron Point Partners, LLC. Kevin has previously held a position at Iron Point Partners, LLC and is registered to provide services in Texas. Currently, Kevin is part of Iron Point Partners, LLC, which operates out of Washington, District of Columbia. The firm has 1 office and 19 employees. The firm manages assets totaling $1.4 billion and offers portfolio management for pooled investment vehicles. The fee structure at Iron Point Partners, LLC includes asset-based and performance-based fees.

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1133 Connecticut Ave., Nw Suite 800
Washington, DC 20036

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Iron Point Partners, LLC Brokerage Details

Total Assets Under Management

$1,380,181,446

DC Average: $4,886,152,200
Total Number of Employees

19

DC Average: 60
Total Number of Accounts

16

DC Average: 205
Average Account Size

$86,261,340

DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Kevin Yam Work History

2009 - Present (15 years)

Iron Point Partners, LLC

Disclosures

Please visit the SEC profile of Kevin Yam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iron Point Partners, LLC

Gene Mcquown
Dallas, TX
Kevin Yam
Washington, DC
William Janes
Washington, DC
Thomas Lynch
Washington, DC
Ryan Haas
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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