Yosemite Capital Management

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Description

  • 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.
  • location

    Headquarters:17501 17Th St Ste 100, Tustin, California, United States

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  • Yosemite Capital Management phone

    Phone Number: +1 714-730-3310

  • Yosemite Capital Management website

    Website: http://www.yosemitecapital.com/

  • Yosemite Capital Management employees

    Employees:9

  • Yosemite Capital Management revenue

    Revenue:$1 - 10M

  • Yosemite Capital Management legal name

    Legal Name:Yosemite Capital Management

  • Yosemite Capital Management's Social Media

    Yosemite Capital Management linkedin
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  • |  NAICS Code: 523920  |

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Person level website identification

Director Of Financial Planning for Yosemite Capital Management

Debra Curry

Director Of Financial Planning

Person level website visitor identification

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View Employees

Debra Curry

Director Of Financial Planning

Paul Heckler

Managing Director

Larry Rutherford

Director Of Retirement Planning

David Jones

Director Of Wealth Management

Araceli Delacruz

Director Of Operations And Client Service

Frequently Asked Questions regarding Yosemite Capital Management

  • Where are Yosemite Capital Management's Headquarters?

    Yosemite Capital Management's Headquarters are in 17501 17Th St Ste 100,Tustin,California,United States

  • What is Yosemite Capital Management's phone number?

    Yosemite Capital Management's phone number is +1 714-730-3310

  • What is Yosemite Capital Management's official website?

    Yosemite Capital Management's official website is http://www.yosemitecapital.com/

  • What is Yosemite Capital Management's Revenue?

    Yosemite Capital Management's revenue is $1 - 10M

  • What is Yosemite Capital Management's NAICS code?

    Yosemite Capital Management's NAICS code is 523920

  • How many employees are working in Yosemite Capital Management

    Yosemite Capital Management has 9 employees

  • What is Yosemite Capital Management's Industry?

    Yosemite Capital Management is in the industry of Financial Services

  • Who is Yosemite Capital Management's Director Of Financial Planning?

    Yosemite Capital Management's Director Of Financial Planning is Debra Curry

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