Unclaimed Profile

Carrie Amy Kibler

YOSEMITE MANAGEMENT, LLC·SAN FRANCISCO, California

Clean recordYOSEMITE MANAGEMENT, LLC

901 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 7748867Firm CRD# 326764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie Amy Kibler · SAN FRANCISCO, CA

Registration

CRD #7748867 · YOSEMITE MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carrie Amy Kibler is a registered financial advisor based in SAN FRANCISCO, California, affiliated with YOSEMITE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Carrie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carrie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

YOSEMITE MANAGEMENT, LLC

AUM

$929M

Regulatory assets under management

Employees

Total firm employees

View all advisors at YOSEMITE MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7748867

Firm CRD# 326764

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Carrie Amy Kibler offer?

Carrie Amy Kibler specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Carrie Amy Kibler's credentials?

Carrie Amy Kibler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Amy Kibler located?

Carrie Amy Kibler is based in SAN FRANCISCO, California, working with YOSEMITE MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Carrie Amy Kibler charge for services?

Carrie Amy Kibler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is YOSEMITE MANAGEMENT, LLC?

YOSEMITE MANAGEMENT, LLC has approximately 13 employees and manages $929M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →