Feedback
Share
Link
Link copied!
Fund Codex
Youngs Advisory Group, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Youngs Advisory Group, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Bethlehem, Pennsylvania
$444.7 million AUM
2 offices

Youngs Advisory Group, Inc. is based in Bethlehem, Pennsylvania and has $444.7 million in assets under management.

Location
1412 Walter Street
Bethlehem, PA 18015
Contact
$444.7 million
AUM
12
Employees
AUM Share
Link
Link copied!
Back to Top
$444,651,484
Assets under management
772 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 92 $39,038,989 9% $424,337
High net worth individuals 129 $400,443,772 90% $3,104,215
Charitable organizations 5 $5,168,723 1% $1,033,745
Employees Share
Link
Link copied!
Back to Top
12
Employees
5
Investment analysts
42% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$444,651,484
Assets under management
$37,054,290
AUM per employee
$88,930,297
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Youngs Advisory Group, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Youngs Advisory Group, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
Link
Link copied!
CRD number 111,268
SEC number 801-53367
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date March 28, 2020

More Funds

See all...
Halbert Hargrove
Fund: $2,539,396,972
Halyard Capital Management, LLC
Fund: Under $1 billion
DHK Financial Advisors Inc
Fund: $1,198,171,782
Aps Wealth Management, LLC
Fund: $175,216,004
Weaver Consulting Group, LLC
Fund: $450,544,794
Golden Sand River, LTD
Fund: Under $1 billion
Fiera Capital (Uk) Limited
Fund: $4,051,465,522
Genesee Capital Advisors, LLC
Fund: $179,677,930
Wealth Analytics Partners, LLC
Fund: $191,904,704
Conover Capital Management
Fund: $223,893,158

Other Funds

See all...
Sax Wealth Advisors, LLC
Fund: $1,003,995,435
Pya Waltman Capital, LLC
Fund: $754,600,955
Triodos Investment Management
Fund: Under $1 billion
Global Wealth Management, L.C.
Fund: $110,004,830
Delta Beta Advisors, LLC
Fund: Under $1 billion
Lumina Fund Management LLC
Fund: $294,476,042
Jump Capital
Fund: Under $1 billion
Foothills Asset Management LTD
Fund: $197,345,158
Atlas Merchant Capital LLC
Fund: $1,067,924,663

All of Fund Codex

See all...

Similar Funds to Youngs Advisory Group, Inc.

See all...
Accordant Advisory Group, Inc.
Fund: $126,934,684
Madison Advisory Group, Inc.
Fund: Under $1 billion
Parker Advisory Group, Inc
Fund: $160,233,928
Youngs Advisory Group, Inc.
Fund: $444,651,484
Pathways Advisory Group, Inc.
Fund: $192,773,890
Asset Advisory Group Inc
Fund: $338,314,472
Briggs Advisory Group, Inc.
Fund: $330,380,294