AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Daniel Patrick Mchugh

YOSEMITE MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordYOSEMITE MANAGEMENT, LLC
901 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 7748943Firm CRD# 326764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Mchugh · SAN FRANCISCO, CA
Registration
CRD #7748943 · YOSEMITE MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Patrick Mchugh 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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Daniel

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

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

03

Firm Overview

Firm
YOSEMITE MANAGEMENT, LLC
YOSEMITE MANAGEMENT, LLC
AUM
$929M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at YOSEMITE MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7748943
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 AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Patrick Mchugh offer?
Daniel Patrick Mchugh specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Daniel Patrick Mchugh's credentials?
Daniel Patrick Mchugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Mchugh located?
Daniel Patrick Mchugh 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 Daniel Patrick Mchugh charge for services?
Daniel Patrick Mchugh'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 →

Other Advisors at YOSEMITE MANAGEMENT, LLC

Anna Ruddle Darbyshire
SAN FRANCISCO, CA
Carrie Amy Kibler
SAN FRANCISCO, CA
Reed Paul Jobs
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

Wayne Keith Wu
VMG PARTNERS II, LLC·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile