Yuengling Asset Management

RIASEC Registered
Total AUM
$17.7M
Discretionary
$17.7M
100% of AUM
Avg account
$492K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
120550
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses50.01%
  • HNWI36.5%
  • Individuals13.49%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Yuengling Asset Management is a small, privately owned investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and maintains a conservative, fixed-income oriented investment posture. Its reported asset allocation shows a material tilt toward U.S. government bonds, reflecting a liability-matching or capital-preservation emphasis rather than aggressive equity risk-taking. Yuengling Asset Management is not an active ESG investor and is structured to serve a limited client base rather than a broad institutional footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 56%, Exchange Traded Equities 37%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%56%
  • US Government Bonds56%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Frederick Yuengling

    OwnerCRD 1656197

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth