Youngs Advisory Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Youngs Advisory Group Inc
CRD #111268
SEC #801-53367
CIK #
AUM $444.7 MM (100% Disc, 100% US, 2020-03-28)
Employees12 (42% Investors, 0% Brokers)
Phone610-954-9940
Address1412 Walter Street
Bethlehem, PA 18015
Source [IAPD] [Website]
Total AUM ($MM)
4453562671788901999200620132021
Sector Issuer Cap ($MM) Value ($MM)
APD 52,520.0 13.1
MDY 13.0
RSP 12.3
SCHF 10.9
SCHV 10.6
SCHA 7.3
SLYG 5.8
SCHB 5.6
ISTB 5.3
MLPX 4.9
View All
Holdings by Sector ($)
0.20.20.10.10.00.02015201620182020
Comparable Firms State AUM ($BB)
Penn Davis McFarland Inc
TX 0.4
Swisspartners Advisors AG
0.4
Ritter Daniher Financial Advisory LLC
OH 0.4
Aberdeen Wealth Management LLC
IL 0.4
TCFG Investment Advisors LLC
CA 0.4
Bridge Advisory LLC
CA 0.4
JACK Moller & Associates Inc
IL 0.4
CMH Wealth Management LLC
NH 0.4
93 Financial Group LLC
MA 0.4
The Advocate Group LLC
MN 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com