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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Young Richard C & Co Ltd
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|---|---|
| CRD # | 105866 |
| SEC # | 801-35765 |
| CIK # | 0001387304 |
| AUM | $1.6 B (2025-03-26) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 401-849-2137 |
| Address | 98 William Street Newport, RI 02840 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 55.7 | ||
| SPDR Gold Trust | 38.6 | ||
| Broadcom Inc | 37.7 | ||
| VISA Inc | 30.5 | ||
| Nvidia Corp | 29.8 | ||
| AT&T Inc | 24.3 | ||
| Oracle Corp | 23.5 | ||
| Alphabet Inc | 23.2 | ||
| iShares Silver Trust | 23.2 | ||
| Facebook Inc | 22.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 313 | 165.9 |
| (b) Individuals (high net worth individuals) | 465 | 1,363.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 20.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 12.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,036 | 1,562.9 |
| By Discretionary | ||
| Discretionary | 2,036 | 1,562.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,036 | 1,562.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,562.9 | |
| Total | 2,036 | 1,562.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387304] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vectorglobal IAG Inc
✚
|
FL | 1.7 |
|
Adviceone Advisory Services LLC
✚
|
CT | 1.7 |
|
Diversified Portfolios Inc
✚
|
MI | 1.7 |
|
Naples Global Advisors LLC
✚
|
FL | 1.7 |
|
Citrin Cooperman Wealth Management LLC
✚
|
NY | 1.6 |
|
Blue Chip Partners LLC
✚
|
MI | 1.5 |
|
Healthequity Advisors LLC
✚
|
UT | 1.5 |
|
Rodgers & Associates LLC
✚
|
PA | 1.5 |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.5 |
|
LGT Wealth Management US Limited
✚
|
1.4 |