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Edward Douglas Goard

YOUSIF CAPITAL MANAGEMENT, LLC·BLOOMFIELD HILLS, Michigan
Series 7, Series 63Clean record2 years registeredYOUSIF CAPITAL MANAGEMENT, LLC
39533 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 5100875Firm CRD# 312511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Douglas Goard · BLOOMFIELD HILLS, MI
Registration
CRD #5100875 · YOUSIF CAPITAL MANAGEMENT, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

YOUSIF CAPITAL MANAGEMENT, LLC
Jul 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · July 29, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
YOUSIF CAPITAL MANAGEMENT, LLC
CRD 312511 · SEC 801-120350
AUM
$15.0B
Regulatory assets under management
Employees
15
412 client accounts
Services offered by YOUSIF CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at YOUSIF CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Edward Douglas Goard offer?
Edward Douglas Goard specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Edward Douglas Goard's credentials?
Edward Douglas Goard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Douglas Goard located?
Edward Douglas Goard is based in BLOOMFIELD HILLS, Michigan, working with YOUSIF CAPITAL MANAGEMENT, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Edward Douglas Goard charge for services?
Edward Douglas Goard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YOUSIF CAPITAL MANAGEMENT, LLC?
YOUSIF CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $15.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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