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 RIA that operates as a corporation under individual ownership. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both percentage‑of‑AUM and fixed fees. The firm identifies itself as a capital allocator; it does not position as an ESG investor and is not registered as a multi‑state adviser.