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| Keyboard |
| Phil A Younker & Associates Ltd
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|---|---|
| CRD # | 311775 |
| SEC # | 801-119995 |
| CIK # | 0002063635 |
| AUM | 202.2 M (2026-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 907-452-4250 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| British American Tobacco PLC | 2.8 | ||
| Boeing Co | 1.6 | ||
| Alaska Air Group Inc | 0.7 | ||
| SPDR Gold Trust | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 30.6 |
| (b) Individuals (high net worth individuals) | 26 | 64.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 97.2 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 202.2 |
| By Discretionary | ||
| Discretionary | 302 | 202.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 202.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.2 | |
| Total | 302 | 202.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063635] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Keenan LLC
✚
|
MA | 202.5 M |
|
Hansen & Associates Financial Group Inc
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|
CA | 202.4 M |
|
McGuire Capital Advisors Inc
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OK | 202.4 M |
|
Robinson Value Management Ltd
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TX | 202.3 M |
|
Johnson Lyman Inc
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CA | 202.1 M |
|
Naylor Capital LLC
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|
202.1 M | |
|
Abbington Investment Group LLC
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ME | 202.1 M |
|
KCD Financial Inc
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|
WI | 202.1 M |
|
J M Brown & Associates Inc
✚
|
OK | 202.1 M |
|
Wealth Advisors LLC
✚
|
OH | 202.0 M |