Yogi Advisors, LLC

Yogi Advisors, LLC (CRD# 137886) is a financial advisory firm headquartered in Washington, DC. They manage $2,030,680 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,030,680
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC

Financial Advisors at Yogi Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Elise J. Hoffmann
CRD#: 2688094
21 Dupont Circle N.w., Suite 500, Washington, DC 20036
93
Wealthminder
score

Elise Hoffmann (CRD# 2688094) is an Investment Advisor Representative working at Yogi Advisors, LLC in Washington, DC and has over 20 years of experience in the finance industry.

2
Carolyn S. Miller
CRD#: 1237808
21 Dupont Circle N.w., Suite 500, Washington, DC 20036
93
Wealthminder
score

Carolyn Miller (CRD# 1237808) is an Investment Advisor Representative working at Yogi Advisors, LLC in Washington, DC and has over 32 years of experience in the finance industry.

3
Christopher M. Niemczewski
CRD#: 1885043
21 Dupont Circle N.w., Suite 500, Washington, DC 20036
93
Wealthminder
score

Christopher Niemczewski (CRD# 1885043) is an Investment Advisor Representative working at Yogi Advisors, LLC in Washington, DC and has over 23 years of experience in the finance industry.

4
William G. Stott
CRD#: 4336633
21 Dupont Circle N.w., Suite 500, Washington, DC 20036
93
Wealthminder
score

William Stott (CRD# 4336633) is an Investment Advisor Representative working at Yogi Advisors, LLC in Washington, DC and has over 15 years of experience in the finance industry.

5
Melissa Vinick
CRD#: 2688143
21 Dupont Circle N.w., Suite 500, Washington, DC 20036
93
Wealthminder
score

Melissa Vinick (CRD# 2688143) is an Investment Advisor Representative working at Yogi Advisors, LLC in Washington, DC and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.