Overview
Assets Under Management: $15.0 billion
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 195
Average Client Assets: $4 million
Frequently Asked Questions
YOUSIF CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312511), YOUSIF CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
YOUSIF CAPITAL MANAGEMENT, LLC is headquartered in BLOOMFIELD HILLS, MI.
YOUSIF CAPITAL MANAGEMENT, LLC serves 195 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, YOUSIF CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
YOUSIF CAPITAL MANAGEMENT, LLC manages $15.0 billion in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, YOUSIF CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 412
Discretionary Accounts: 412
Regulatory Filings
CRD Number: 312511
Last Filing Date: 2024-03-26 00:00:00
Website: https://yousifcapital.com