YOSEMITE MANAGEMENT, LLC

901 Battery Street
San Francisco, California 94111
Tel: 415-370-5830

About YOSEMITE MANAGEMENT, LLC

YOSEMITE MANAGEMENT, LLC, formally registered with the SEC as YOSEMITE MANAGEMENT, LLC. The firm was established in 07/13/2023. They have over 2 offices throughout the country.

YOSEMITE MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $928,652,837 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326764
SEC#	801-128248
Assets Managed by Firm	$928,652,837
No. of Clients	4
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$928,652,837

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