Phil A. Younker & Associates, Ltd.

RIASEC RegisteredEst. 2020

Total AUM

$202M

Discretionary

$202M

100% of AUM

Avg account

$669K

Accounts

302

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 311775
Registered since: December 18, 2020
Website: www.pyounker.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses48.07%
HNWI31.66%
Individuals15.15%
Charitable Organizations4.31%
Pension & Profit Sharing Plans0.81%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Phil A. Younker & Associates, Ltd. is an independent, SEC-registered investment adviser organized as a corporation and operating with an individual owner. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers for client portfolios. It bills clients through a combination of asset-based fees and fixed fees and is identified as a capital allocator that will place client capital with outside managers when appropriate. The firm does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser.