Ycmnet Advisors (Walnut Creek)

Ycmnet Advisors is a large advisory firm based in Walnut Creek. It manages $1.06 billion of regulatory assets for 3,366 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.

Ycmnet Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ycmnet Advisors: assets under management

The assets under management (AUM) of Ycmnet Advisors is $1.06 billion. The firm's AUM has grown by 278% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.05 billion in discretionary accounts and $9.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $319.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ycmnet Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ycmnet Advisors

Michael Allen Yoshikami has been acting as President since 1 Jul 1996. Alexis Brinck Stice joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in Walnut Creek

The principal office where Ycmnet Advisors performs its advisory services is located at 1255 Treat Boulevard, Walnut Creek, CA 94597, which is also the mailing address of the firm. An additional office of the firm is in Fresno, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-935-2900 or by fax 925-935-1808. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.ycmnet.com.

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