YOUSIF CAPITAL MANAGEMENT, LLC

39533 Woodward Ave
Suite 100
Bloomfield Hills, Michigan 48304
Tel: 248-792-6634

About YOUSIF CAPITAL MANAGEMENT, LLC

YOUSIF CAPITAL MANAGEMENT, LLC, formally registered with the SEC as YOUSIF CAPITAL MANAGEMENT, LLC. The firm was established in 02/18/2021. They have over 1 offices throughout the country.

YOUSIF CAPITAL MANAGEMENT, LLC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $15,029,547,343 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312511
SEC#	801-120350
Assets Managed by Firm	$15,029,547,343
No. of Clients	412
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	412	$15,029,547,343
Individuals (other than high net worth individuals)	148	$82,531,406
High net worth individuals	188	$715,910,894
Pension and profit sharing plans	9	$2,251,643,728
Charitable organizations	22	$779,339,517
Other investment advisers	Fewer than 5 clients	$9,071,352,533
Corporations or other businesses	Fewer than 5 clients	$20,112,078

More Retirement Planning firms in Bloomfield Hills, Michigan:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,615,174,704	178	50

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