|
⚲
|
| Richard Young Associates Ltd
✚
|
|
|---|---|
| CRD # | 126124 |
| SEC # | 801-70318 |
| CIK # | |
| AUM | $683.8 MM (2023-02-27) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 706-739-0725 |
| Address | 205 Hudson Trace Augusta, GA 30907 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,469 | 347.6 |
| (b) Individuals (high net worth individuals) | 150 | 332.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,063 | 683.8 |
| By Discretionary | ||
| Discretionary | 4,063 | 683.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,063 | 683.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 682.7 | |
| Total | 4,063 | 683.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Anodos Advisors LLC
✚
|
CA | 0.8 |
|
Baron Silver Stevens Financial Advisors LLC
✚
|
FL | 0.7 |
|
American Financial Advisors Inc
✚
|
FL | 0.7 |
|
Dixon Financial Services Inc
✚
|
CA | 0.7 |
|
Reagan Companies Asset Management Inc
✚
|
NY | 0.7 |
|
SOFI Wealth LLC
✚
|
CA | 0.7 |
|
McIlrath & Eck LLC
✚
|
WA | 0.6 |
|
KUHN Advisors Inc
✚
|
NC | 0.6 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.6 |
|
Proventus AG Vermogensverwaltung
✚
|
0.6 |