$1.1B Total AUM
$1.1B Disc. AUM
6.9% 3Y CAGR
17 Employees
469 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2007
- Office Locations
- 2
Office Locations
220 Montgomery Street Suite 900 SAN Francisco CA
301 Maple Avenue West Suite 600 Vienna VA
About Yeske Buie Inc.
Yeske Buie Inc. is a Vienna-based RIA with 2 offices. The firm has been operating for 18 years. Managing $1.1B in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
42 AVG AGE
$118.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
6.4 yrs AVG TENURE
17 Employees
9 Advisory Reps
9 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ELISSA PAULINE BUIE
Founder, FOUNDING PARTNER
- CRD
- #1157877
- Ownership
- 25% but less than 50%
Available
Available
Available
DAVID BRENT YESKE
FOUNDING PARTNER, Managing Director
- CRD
- #2047798
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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T
Timothy William Connolly
Financial Planner
- CRD
- #7444848
Available
Available
Available
Kacie Ann Fawls
Financial Planner
- CRD
- #7321689
Available
Available
Available
Showing 2 of 12 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,061,581,597 | $735,167 |
| Non-Discretionary | $7,769,960 | $152,352 |
| Total | $1,069,351,557 | $715,285 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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