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Marilyn Mercado Millare

YOSEMITE CAPITAL MANAGEMENT, LLC·TUSTIN, California
Unclaimed Profile
17501 EAST 17TH STREET, TUSTIN, CA 92780CRD# 4621047Firm CRD# 124298
01

About

Marilyn Mercado Millare 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.

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# 4621047
Firm CRD# 124298
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marilyn Mercado Millare offer?
Marilyn Mercado Millare specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUSTIN, California for a consultation.
What are Marilyn Mercado Millare's credentials?
Marilyn Mercado Millare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marilyn Mercado Millare located?
Marilyn Mercado Millare 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 Marilyn Mercado Millare charge for services?
Marilyn Mercado Millare'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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Other advisors in TUSTIN
Rod Hundley Kamps — FINANCIAL ADVISORS NETWORK, INC.Devon Palmquist Borje — FINANCIAL ADVISORS NETWORK, INC.Robert Donald Vaughn — VAUGHN INVESTMENT ADVISORS INCGerald Edward Herter — YOSEMITE CAPITAL MANAGEMENT, LLCDavid Leonard Van Overeem — RMR CAPITAL MANAGEMENT LLC
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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