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Richard Young Associates, Ltd.

● SEC registered since 2009CRD 126124SEC# 801-70318Augusta, GA
Export (members)
Reg. AUM
$972.4M
Employees
16
Accounts
4,709
Location
Augusta, GA

Richard Young Associates, Ltd. assets under management

Richard Young Associates, Ltd. is an SEC-registered investment adviser based in Augusta, GA. The firm has been registered since 2009. It reports $972.4 million in regulatory assets under management and employs 16 people.
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Richard Young Associates, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Kathryn O. Marbert ControlMember/Shareholder25-50%2008
Walter Stephen Marbert ControlPresident/Chief Compliance Officer50-75%2002

Frequently asked questions

How much does Richard Young Associates, Ltd. manage?

Richard Young Associates, Ltd. reports $972.4 million in regulatory assets under management on its Form ADV.

How many employees does Richard Young Associates, Ltd. have?

Richard Young Associates, Ltd. reports 16 employees.

Where is Richard Young Associates, Ltd. located?

Richard Young Associates, Ltd. is based in Augusta, GA and has been SEC-registered since 2009.

Does Richard Young Associates, Ltd. disclose fund performance?

Richard Young Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address205 Hudson Trace, Augusta, GA 30907
Phone706-739-0725
Fax706-739-0366
Office hours8:30 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$972.4M
Non-discretionary$0
Total (RAUM)$972.4M