Yosemite Capital Management

Yosemite Capital Management

Financial Services, 5120 Birch St Ste 100, Newport Beach, California, 92660, United States, 1-10 Employees

yosemitecapital.com

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phone no Phone Number: 71********

Who is YOSEMITE CAPITAL MANAGEMENT

At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients. We offer the personal attention of a boutique...

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  • 5120 Birch St Ste 100, Newport Beach, California, 92660, United States Headquarters: 5120 Birch St Ste 100, Newport Beach, California, 92660, United States
  • 2001 Date Founded: 2001
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from YOSEMITE CAPITAL MANAGEMENT

Yosemite Capital Management Org Chart and Mapping

Employees

Araceli Delacruz

Director of Operations and Client Service

Tanzeela Mirza

Client Service Associate

Craig Hudspeth

Wealth Management Advisor

David Jones

Director of Wealth Management

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Frequently Asked Questions Regarding Yosemite Capital Management

Answer: Yosemite Capital Management's headquarters are located at 5120 Birch St Ste 100, Newport Beach, California, 92660, United States

Answer: Yosemite Capital Management's phone number is 71********

Answer: Yosemite Capital Management's official website is https://yosemitecapital.com

Answer: Yosemite Capital Management's revenue is $5 Million to $10 Million

Answer: Yosemite Capital Management's SIC: 6282

Answer: Yosemite Capital Management's NAICS: 523930

Answer: Yosemite Capital Management has 1-10 employees

Answer: Yosemite Capital Management is in Financial Services

Answer: Yosemite Capital Management contact info: Phone number: 71******** Website: https://yosemitecapital.com

Answer: At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients. We offer the personal attention of a boutique firm combined with the resources and financial stability of a world-class financial services firm. Our mission is to provide excellent comprehensive family and personal wealth management services that exceed our clients expectations. Our business is people and promoting their financial independence. We believe that putting the financial wellbeing of our clients first ultimately serves the best interests of our associates and our communities. We are committed to applying our energies, intellect, and professional knowledge to achieving unsurpassed client satisfaction. By utilizing an institutionally developed investment plan, defined through value-added investment management, we strive to provide the highest level of service thereby enhancing the quality of our clients lives.

Answer:

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