Unclaimed Profile

Gerald Edward Herter

YOSEMITE CAPITAL MANAGEMENT, LLC·TUSTIN, California

YOSEMITE CAPITAL MANAGEMENT, LLC

17501 EAST 17TH STREET, TUSTIN, CA 92780CRD# 4621040Firm CRD# 124298

Profile Verification

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

Identity

Gerald Edward Herter · TUSTIN, CA

Registration

CRD #4621040 · YOSEMITE CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Gerald Edward Herter is a registered financial advisor based in TUSTIN, California, affiliated with YOSEMITE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

YOSEMITE CAPITAL MANAGEMENT, LLC

YOSEMITE CAPITAL MANAGEMENT

AUM

$310M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4621040

Firm CRD# 124298

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerald Edward Herter offer?

Gerald Edward Herter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUSTIN, California for a consultation.

What are Gerald Edward Herter's credentials?

Gerald Edward Herter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Edward Herter located?

Gerald Edward Herter is based in TUSTIN, California, working with YOSEMITE CAPITAL MANAGEMENT, LLC. Their office serves clients in the TUSTIN metropolitan area and surrounding communities.

How does Gerald Edward Herter charge for services?

Gerald Edward Herter'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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