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Building 2YESKE BUIE INC.

Map pinVIENNA, VA
Phone800-772-1887
NotebookSEC #801-68187
Total AUM
$1.1B
Employees
17
Clients
471

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 MAPLE AVENUE WEST
SUITE 600
VIENNA
VA 22180
United States
Operating Hours
CLIENT MEETINGS BY APPOINTMENT
BY APPOINTMENT
Phone
800-772-1887
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,495
Discretionary
$1.1B
Accounts
1,444
Non-Discretionary
$7.8M
Accounts
51

ContactClients

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Individual Clients
241
AUM
$72.3M
HNW Individual Clients
225
AUM
$990.8M
Pension/Profit Sharing Plan Clients
3
AUM
$4.7M
Charitable Organization Clients
1
AUM
$347.8K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMAMDNCNHNYORPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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