Overview
Assets Under Management: $15.0 billion
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 195
Average Client Assets: $4 million
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