YESKE BUIE INC.
Adviser information for YESKE BUIE INC. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,395 | $862.2M |
| Non-Discretionary | 54 | $10.8M |
| Total | 1,449 | $873.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 233 | $65.1M |
| HNW Individuals | 207 | $797.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $9.0M |
| Charitable organizations | <5 | $874,097 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $517,672 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-68187 |
|---|---|
| SEC ERA File Number | 801-68187 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 143234 |
| Legal Entity Identifier | None |
Principal Office
301 MAPLE AVENUE WESTSUITE 600
VIENNA
VA
United States
BY APPOINTMENT, CLIENT MEETINGS BY APPOINTMENT
Tel: 800-772-1887, Fax: 866-549-4990
Websites
www.goodfinancialplanning.com
www.damngoodfinancialplanning.com
www.fpginc.com
www.instagram.com/yeskebuie/
www.elissabuie.com
www.linkedin.com/company/yeske-buie
www.live-big.us
www.live-big.me
www.livebig.us.com/
www.facebook.com/yeskebuie/
www.youtube.com/user/yeskebuie
twitter.com/yeskebuie
www.goodfinancialplanning.info/
www.goodfinancialplanning.net
www.livebig.co/
vafinancialadvisors.com/
www.davidyeske.com
www.yeskebuie.com
www.yeske.com
www.yebu.com
Chief Compliance Officer
ELISSA P. BUIE
CEO
301 MAPLE AVENUE WEST
SUITE 600
VIENNA
VA
United States
Tel:
800-772-1887
Fax:
866-549-4990
E*****@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YESKE, DAVID, BRENT | Individual | – | DIRECTOR | 02/2007 | 25-50% |
| BUIE, ELISSA, PAULINE | Individual | – | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | 02/2007 | 25-50% |
| Mireles, Lauren | Individual | – | CHIEF OPERATIONS OFFICER | 11/2023 | < 5% |
| STANSELL, LAUREN | Individual | – | CHIEF PLANNING OFFICER | 11/2023 | < 5% |
| ABUGIDEIRI, YUSUF, ABDUL MAJEED | Individual | – | CHIEF INVESTMENT OFFICER | 11/2023 | < 5% |