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Jeffrey A Yamin

MONTIBUS CAPITAL MANAGEMENT LLC.·PORTLAND, Oregon
Unclaimed Profile
805 SW BROADWAY, PORTLAND, OR 97205CRD# 3095753Firm CRD# 143308
01

About

Jeffrey A Yamin is a registered financial advisor based in PORTLAND, Oregon, affiliated with MONTIBUS CAPITAL MANAGEMENT LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MONTIBUS CAPITAL MANAGEMENT LLC.
MONTIBUS CAPITAL MANAGEMENT LLC.
AUM
$1.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at MONTIBUS CAPITAL MANAGEMENT LLC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3095753
Firm CRD# 143308
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey A Yamin offer?
Jeffrey A Yamin specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Jeffrey A Yamin's credentials?
Jeffrey A Yamin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey A Yamin located?
Jeffrey A Yamin is based in PORTLAND, Oregon, working with MONTIBUS CAPITAL MANAGEMENT LLC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Jeffrey A Yamin charge for services?
Jeffrey A Yamin'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 MONTIBUS CAPITAL MANAGEMENT LLC.?
MONTIBUS CAPITAL MANAGEMENT LLC. has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Deanne Woodring — GOVERNMENT PORTFOLIO ADVISORS LLCGaylord Brickwood Lyman — KOHALA CAPITAL PARTNERS, LLCRichard Allan Rubinstein — THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INCJohn Harvey Coulter — THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INCAshley Yoshida — PENSION CONSULTING ALLIANCE, LLC
Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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