Yosemite Execution Partners Inc.

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Lafayette, California
CRD number
165587
Registered since
September 9, 2013

Firm profile

FINTRX

Overview

Yosemite Execution Partners Inc. is organized as a corporation and is SEC-registered with an initial registration year of 2013. Ownership is indicated as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. The available profile flags several operational characteristics: it is not listed as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. FINTRX does not include entries for the firm’s client base, fee structure, or detailed advisory and business activities in the snapshot provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Peter Bouyoucos

    Peter Bouyoucos

    Founder & CEOCRD 1388189

  • Jennifer Coffey

    Jennifer Coffey

    Chief Executive OfficerCRD 2857402

Contacts

3 of 15
  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • Jeff Lee

    Jeff Lee

    Executive Vice PresidentCRD 2519049

  • Michael Ehrlich

    Michael Ehrlich

    Registered RepresentativeCRD 4438920

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lafayette, CA

Contra Costa

Location

Lafayette, CA

Headquartered in Lafayette, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
409 Read Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth