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Yorktown Management and Research Co Inc

● SEC registered since 1985CRD 105083SEC# 801-23441Forest, VA
Export (members)
Reg. AUM
$692.4M
Employees
9
Accounts
4
Location
Forest, VA

Yorktown Management and Research Co Inc assets under management

Yorktown Management and Research Co Inc is a registered investment adviser overseen by the SEC based in Forest, VA. The firm has been registered since 1985. It reports $692.4 million in regulatory assets under management and employs 9 people.

Yorktown Management and Research Co Inc owners & executives

10 reported
NameTitleOwnershipSince
Alison Mason SiglerShareholder5-10%1994
Austin Duff BastenChief Compliance Officer5-10%2009
Austin Duff BastenSecretary/Treasurer & Director5-10%2008
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Frequently asked questions

How much does Yorktown Management and Research Co Inc manage?

Yorktown Management and Research Co Inc reports $692.4 million in regulatory assets under management on its Form ADV.

How many employees does Yorktown Management and Research Co Inc have?

Yorktown Management and Research Co Inc reports 9 employees.

Where is Yorktown Management and Research Co Inc located?

Yorktown Management and Research Co Inc is based in Forest, VA and has been SEC-registered since 1985.

Does Yorktown Management and Research Co Inc disclose fund performance?

Yorktown Management and Research Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address106 Annjo Court, Suite a, Forest, VA 24551-2630
Phone434-846-1361
Fax434-846-1837
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$692.4M
Non-discretionary$0
Total (RAUM)$692.4M