|
⚲
|
| Youngs Advisory Group Inc
✚
|
|
|---|---|
| CRD # | 111268 |
| SEC # | 801-53367 |
| CIK # | 0001663649 |
| AUM | $524.7 MM (2023-03-16) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 610-954-9940 |
| Address | 1412 Walter Street Bethlehem, PA 18015 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 59.6 |
| (b) Individuals (high net worth individuals) | 151 | 456.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 982 | 524.7 |
| By Discretionary | ||
| Discretionary | 982 | 524.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 982 | 524.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 524.7 | |
| Total | 982 | 524.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001663649] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smithbridge Asset Management Inc
✚
|
PA | 0.5 |
|
Morin Private Client Group LLC
✚
|
WY | 0.5 |
|
Wealth Alliance Advisory Group LLC
✚
|
KS | 0.5 |
|
Key Client Fiduciary Advisors LLC
✚
|
NJ | 0.5 |
|
Independent Family Office LLC
✚
|
NY | 0.5 |
|
Clarity Capital KCPS Ltd
✚
|
0.5 | |
|
Parkside Advisors LLC
✚
|
CA | 0.5 |
|
BCS Financial LLC
✚
|
TN | 0.5 |
|
Wealth Care LLC
✚
|
FL | 0.5 |
|
McNamara Financial Services Inc
✚
|
MA | 0.5 |