39533 Woodward Ave
Suite 100
Bloomfield Hills, Michigan 48304
Tel: 248-792-6634
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$11,989,880,000 | 105 | 31 | |
$11,615,174,704 | 178 | 50 |
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