Principal · Abridge Partners, LLC
Jr. G. A. Yates
CRD 1036736 · Named on Form ADV at one SEC-registered adviser
At a glance
Abridge Partners, LLC, an SEC-registered wealth manager with $124 million in regulatory assets, lists Jr. G. A. Yates on its Form ADV as Principal, a control person.
Firms and roles
- Abridge Partners, LLCPrincipalWealth manager · United States · $124M in regulatory assets
AtlasMembers
Jr.’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael A. FlanaganPrincipal, Abridge Partners, LLC
- Gery J. SadzewiczChief Compliance Officer, Abridge Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jr.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.