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| Happy Holidays!! thanks for using AUM13F!! |
| Yeske BUIE Inc
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|---|---|
| CRD # | 143234 |
| SEC # | 801-68187 |
| CIK # | |
| AUM | $925.9 M (2025-03-05) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 800-772-1887 |
| Address | 301 Maple Avenue West Vienna, VA 22180 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 74.6 |
| (b) Individuals (high net worth individuals) | 212 | 846.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,429 | 925.9 |
| By Discretionary | ||
| Discretionary | 1,376 | 915.9 |
| Non-Discretionary | 53 | 10.0 |
| Total | 1,429 | 925.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 925.9 | |
| Total | 1,429 | 925.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Frazier Financial Advisors LLC
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|
OH | 0.9 |
|
Detalus Advisors LLC
✚
|
MO | 0.9 |
|
West Paces Advisors Inc
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|
GA | 0.9 |
|
Navigation Group LLC
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|
CA | 0.9 |
|
Strata Wealth Advisors LLC
✚
|
TX | 0.9 |
|
Oarsman Capital Inc
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|
WI | 0.9 |
|
FDX Advisors Inc
✚
|
IL | 0.9 |
|
APCM Wealth Management for Individuals LLC
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|
AK | 0.9 |
|
Schroder Wealth Management US Limited
✚
|
0.9 | |
|
1832 Asset Management US Inc
✚
|
0.9 |