Yarash Global Solutions Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,000,000
Clients
21
Advisors
2
of 20 employees
About
Yarash Global Solutions Inc. provides investment advisory services to individuals—with an emphasis on high‑net‑worth clients—along with trusts, pension and profit‑sharing plans, and corporate entities. The firm offers comprehensive portfolio management, retirement plan consulting, and business consulting that can address real‑estate and business sale or value‑creation needs.
The firm manages client accounts on a discretionary basis and applies a broad set of analytical methods (fundamental, technical, quantitative, sector and duration analysis) to implement strategies across equities, fixed income, ETFs, options and alternative investments, with periodic monitoring and rebalancing. Business consulting engagements are offered in a variety of fee forms (flat, recurring, equity, or lending revenue–based) and may include evaluating operations, real‑estate holdings, and transaction planning.
Distinctive features include a founder‑owned structure at a small scale (two advisers managing about $20 million for roughly 21 clients) and multiple affiliated business activities uncommon among peers—most notably ownership of an insurance company (Yarash Insurance Solutions LLC), a real‑estate entity, and a separate consulting company. The firm discloses that it may accept equity or lending‑revenue arrangements in client businesses and offers insurance‑related products through an affiliated entity, arrangements the brochure identifies as potential conflicts that the firm will manage in its fiduciary role.
Client services
Expertise
Fee options
$10,000 to $100,000 for Business Consulting, based on scope and complexity; retainer not exceeding $500 when services cannot be rendered within 6 months except recurring fee option
Recurring fees possible for Business Consulting; Retirement Plan Consulting billed monthly or quarterly, fees not to exceed 1.00% annually
Main office
801 N. Brand Blvd, Suite 220
Glendale CA 91203
Advisors at this office
2
Most active in
California · Florida · Texas
Also doing business as
Yarash Global Solutions Inc. · Yarash Global Solutions, Inc. · Yarash Insurance Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael S
Series 63, Series 66
Glendale, CA
Yarash Global Solutions Inc.
Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stewart also owns Yarash Global Consulting LLC, a consulting firm providing non-investment-related business services. Yarash Global Solutions Inc. serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers comprehensive portfolio management and business consulting, applying a range of analytical methods to manage diversified investment strategies and addressing real estate and business value-creation needs.
Candace L
Series 66
Glendale, CA
Yarash Global Solutions Inc.
Candace Lathan is a financial advisor at Yarash Global Solutions Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she mentors undergraduate finance students through the Lancer Financial Collective and serves on the board of directors and as chaplain for Habitat for Humanity. Yarash Global Solutions Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management and business consulting using a range of analytical methods across various asset classes, managing approximately $20 million for about 21 clients.
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