YMW Advisors Email Formats

Financial Services • Burlingame, California, United States • 11-20 Employees

YMW Advisors Email Formats

YMW Advisors uses 5 email formats. The most common is {first initial} (e.g., j@ymwadvisors.com), used 30% of the time.

Format	Example	Percentage
{first initial}	j@ymwadvisors.com	40%
{first initial}{last name}	jdoe@occamllc.net	20%
{first name}	john@ymwadvisors.com	20%
{last name}{last name}	doedoe@occamllc.net	20%

Key Contacts at YMW Advisors

Chuck Cattano

Managing Principal, Executive Director Of Wealth Management & Family Office Services

Kelly Andreala

Director Of Operations

Company overview

Headquarters	301 California Drive, #9, Burlingame, CA 94010, US
Phone number	+18665204985
Websites	ymwadvisors.com occamllc.net
NAICS	52
Keywords	Financial Planning, Investment Management, Behavioral Finance, Financial Psychology
Founded	2001
Employees	11-20
Socials

About YMW Advisors

Founded in 2001, YMW Advisors, a fee-only, Registered Investment Advisor and Financial Life Management firm that provides our clients with financial planning and investment advisory services. We are committed to our clients’ overall financial health through our training and practice of behavioral finance and financial psychology. We believe there is nothing more personal than a person’s relationship with money, other than family and personal relationships. We want to help educate people so they have a healthy relationship with money.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Partner

Director

Entry

Employees by Department

YMW Advisors has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

YMW Advisors has never raised funding before.

YMW Advisors Tech Stack

Discover the technologies and tools that power YMW Advisors's digital infrastructure, from frameworks to analytics platforms.

Amazon S3

CDN

Amazon Web Services

PaaS

Salesforce

CRM

HubSpot Analytics

Analytics

JW Player

Video players

Google Tag Manager

Tag managers

DatoCMS

CMS

Open Graph

Miscellaneous

Amazon CloudFront

CDN

core-js

JavaScript libraries

PWA

Miscellaneous

HubSpot

Marketing automation

Frequently asked questions

YMW Advisors is located in Burlingame, California, US.

You can reach YMW Advisors at +18665204985.

YMW Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

YMW Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at YMW Advisors

Chuck Cattano

Managing Principal, Executive Director Of Wealth Management & Family Office Services

Kelly Andreala

Director Of Operations

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