Yuko
Du Bois
Mcbroom & Associates, LLC
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About this Advisor
Yuko Du Bois is a certified financial planner operating in Las Vegas, Nevada who has 11 years of industry experience. Du Bois is on the advisory team at Mcbroom & Associates, LLC. Their career trajectory has included roles at Mcbroom & Associates, LLC, Miru And Associates LLC and H&R Block. Du Bois maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Nevada. Mcbroom & Associates, LLC is a business operating out of Las Vegas, NV. It administers $124 million in assets under management between its 161 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 161 client accounts, 60% are held by high-net-worth investors who have at least $1 million in assets available to invest. Mcbroom & Associates, Llc offers portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on which services are offered. However, fee types billed by Mcbroom & Associates, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcbroom & Associates, LLC Brokerage Details
$124,186,813
4
161
$771,347
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Yuko Du Bois Work History
Yuko has been registered as a financial advisor for 11 years.*
Miru And Associates LLC
Mcbroom & Associates, LLC
H&R Block
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yuko Du Bois to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcbroom & Associates, LLC
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
