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YOSEMITE CAPITAL MANAGEMENT

Tel: 714-730-3310
5120 Birch Street
Suite 100
Newport Beach, California  92660

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YOSEMITE CAPITAL MANAGEMENT

YOSEMITE CAPITAL MANAGEMENT is a Newport Beach, California based financial advisory firm with nearly $309,920,969 in assets under management and provides investment advisory services for 745 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

124298

SEC#:

801-62374

No. of Clients:

745

Assets under Management

$309,920,969

No. of Advisors:

8

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