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E. David Yossem, Inc (Santa Barbara)


E. David Yossem, Inc is a large advisory firm based in Santa Barbara. It manages $260.36 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

E. David Yossem provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

E. David Yossem: assets under management

The assets under management (AUM) of E. David Yossem, Inc is $260.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $260.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.89 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay E. David Yossem, Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Barbara

The principal office where E. David Yossem, Inc performs its advisory services is located at 1525 State St., Ste 104, Santa Barbara, CA 93101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-962-9131 or by fax 805-962-4290. The normal business hours are 0830-1700 on Monday - Friday.


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