Yosemite Asset Management, LLC

Yosemite Asset Management, LLC (CRD# 139452) is a financial advisory firm headquartered in , . They manage $6,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Yosemite Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas J. McKay
CRD#: 3029279
San Luis Obispo, CA
93
Wealthminder
score

Douglas McKay (CRD# 3029279) is an Investment Advisor Representative working at Yosemite Asset Management, LLC in San Luis Obispo, CA and has over 9 years of experience in the finance industry.

2
Gary S. Morrow
CRD#: 5483514
San Luis Obispo, CA
90
Wealthminder
score

Gary Morrow (CRD# 5483514) is an Investment Advisor Representative working at Yosemite Asset Management, LLC in San Luis Obispo, CA and has over 3 years of experience in the finance industry.

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