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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 $12,103,858,871 assets under management, offering retirement planning & investment advisory services to 332 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 | $12,103,858,871 |
| No. of Clients | 332 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 332 | $12,103,858,871 |
| Individuals (other than high net worth individuals) | 133 | $96,095,888 |
| High net worth individuals | 157 | $656,148,342 |
| Pension and profit sharing plans | 6 | $2,019,048,963 |
| Charitable organizations | 14 | $612,052,112 |
| Other investment advisers | Fewer than 5 clients | $7,864,580,868 |
| Corporations or other businesses | Fewer than 5 clients | $11,807,481 |
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