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Jeffery Claude Hipshman

YOSEMITE CAPITAL MANAGEMENT, LLC·NEWPORT BEACH, California
Unclaimed Profile
5120 BIRCH STREET, NEWPORT BEACH, CA 92660CRD# 4621049Firm CRD# 124298
01

About

Jeffery Claude Hipshman is a registered financial advisor based in NEWPORT BEACH, California, affiliated with YOSEMITE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
YOSEMITE CAPITAL MANAGEMENT, LLC
YOSEMITE CAPITAL MANAGEMENT
AUM
$310M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at YOSEMITE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4621049
Firm CRD# 124298
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffery Claude Hipshman offer?
Jeffery Claude Hipshman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Jeffery Claude Hipshman's credentials?
Jeffery Claude Hipshman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Claude Hipshman located?
Jeffery Claude Hipshman is based in NEWPORT BEACH, California, working with YOSEMITE CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Jeffery Claude Hipshman charge for services?
Jeffery Claude Hipshman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YOSEMITE CAPITAL MANAGEMENT, LLC?
YOSEMITE CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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