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Kevin Foley

Yousif Capital Management, LLC

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About Kevin Foley

Kevin Foley is an investment advisor representative at Yousif Capital Management, LLC. Kevin has been in the industry since May 2010 and has a Series 65 license. Kevin has a broad range of experience in providing financial advice and portfolio management to individuals, businesses, and institutions.

Firm Information

Kevin Foley is currently registered with Yousif Capital Management, LLC. Yousif Capital Management, LLC is an investment advisor headquartered in Bloomfield Hills, MI. The firm manages over $15 billion in assets for clients including high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm offers portfolio management services for both individuals and businesses. They also participate in wrap fee programs.
Yousif Capital Management, LLC

39533 WOODWARD AVE

BLOOMFIELD HILLS, MI 48304

$15.03B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Foley’s Registration & Firm History

MI

12/02/2021 - Present

Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)

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Licenses & Designations

IA

Issued 12/22/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Foley.
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