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Phil a. Younker & Associates, Ltd.

● SEC registered since 2020CRD 311775SEC# 801-119995
Export (members)
Reg. AUM
$202.2M
Employees
2
Accounts
302
Location
—

Phil a. Younker & Associates, Ltd. assets under management

Phil a. Younker & Associates, Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $202.2 million in regulatory assets under management and employs 2 people.
www.pyounker.comView on SEC.gov ↗

Phil a. Younker & Associates, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Jaime Lynn Graham ControlChief Compliance Officer25-50%2020
Jr. Phil Arthur Younker ControlElected Member And Equity OwnerOver 75%1987

Frequently asked questions

How much does Phil a. Younker & Associates, Ltd. manage?

Phil a. Younker & Associates, Ltd. reports $202.2 million in regulatory assets under management on its Form ADV.

How many employees does Phil a. Younker & Associates, Ltd. have?

Phil a. Younker & Associates, Ltd. reports 2 employees.

Does Phil a. Younker & Associates, Ltd. disclose fund performance?

Phil a. Younker & Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone907-452-4250
Fax800-853-4707
Office hours8:30 a.m. - 3;00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.2M
Non-discretionary$0
Total (RAUM)$202.2M