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| Keyboard |
| Yeske BUIE Inc
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|---|---|
| CRD # | 143234 |
| SEC # | 801-68187 |
| CIK # | |
| AUM | 1,069.4 M (2026-02-24) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 800-772-1887 |
| Address | 301 Maple Avenue West Vienna, VA 22180 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 72.3 |
| (b) Individuals (high net worth individuals) | 225 | 990.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.7 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,495 | 1,069.4 |
| By Discretionary | ||
| Discretionary | 1,444 | 1,061.6 |
| Non-Discretionary | 51 | 7.8 |
| Total | 1,495 | 1,069.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,069.4 | |
| Total | 1,495 | 1,069.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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CA | 1,072.9 M |
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Balboa Wealth Partners Inc
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Concord Wealth Partners
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VA | 1,069.9 M |
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PARR McKnight Wealth Management Group LLC
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|
St Clair Advisors LLC
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OH | 1,068.0 M |
|
Resources Management Corp
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|
CT | 1,067.2 M |
|
Rae & Lipskie Investment Counsel Inc
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|
1,066.2 M | |
|
Fiduciary Benefits Group
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1,065.8 M |