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YOSEMITE MANAGEMENT, LLC
YOSEMITE MANAGEMENT, LLC
SAN FRANCISCO, California
·
4 registered advisors
·
CRD# 326764
SEC# 801-128248
1
415-370-5830
01
Firm Overview
AUM
$929M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at YOSEMITE MANAGEMENT, LLC
4 registered advisors
Anna Ruddle Darbyshire
SAN FRANCISCO, California
CRD# 7748889
Carrie Amy Kibler
SAN FRANCISCO, California
CRD# 7748867
Daniel Patrick Mchugh
SAN FRANCISCO, California
CRD# 7748943
Reed Paul Jobs
SAN FRANCISCO, California
CRD# 7751213
05
Office Locations
SAN FRANCISCO, California
4 advisors
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Data sourced from SEC Form ADV filings. YOSEMITE MANAGEMENT, LLC (CRD# 326764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.