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YESKE BUIE INC.
301 Maple Avenue West
Suite 600
Vienna, Virginia 22180
Tel: 800-772-1887
About YESKE BUIE INC.
YESKE BUIE INC, formally registered with the SEC as YESKE BUIE INC. The firm was established in 08/28/2007. They have over 2 offices throughout the country.
YESKE BUIE INC. is a Vienna, Virginia based Financial Planning firm with nearly $925,924,273 assets under management, offering retirement planning & investment advisory services to 1429 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143234 |
| SEC# | 801-68187 |
| Assets Managed by Firm | $925,924,273 |
| No. of Clients | 1429 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1429 | $925,924,273 |
| Individuals (other than high net worth individuals) | 236 | $74,633,985 |
| High net worth individuals | 212 | $846,427,649 |
| Pension and profit sharing plans | 3 | $3,667,266 |
| Charitable organizations | Fewer than 5 clients | $205,455 |
| Corporations or other businesses | Fewer than 5 clients | $989,918 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
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