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Yoke Investment Group, LLC (Duxbury)


Yoke Investment Group, LLC is a related adviser based in Duxbury. It manages $90 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Delaware.

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Yoke Investment Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yoke Investment Group: assets under management

The assets under management (AUM) of Yoke Investment Group, LLC is $90 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $90 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yoke Investment Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Duxbury

The principal office where Yoke Investment Group, LLC performs its advisory services is located at 86 Captain's Hill Road, Duxbury, MA 02332, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-452-7181. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.harnessimg.com.


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