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Building 2PHIL A. YOUNKER & ASSOCIATES, LTD.

Map pin
Phone907-452-4250
NotebookSEC #801-119995
Total AUM
$202.2M
Employees
2
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 3;00 PM
Monday - Friday
Phone
907-452-4250

ReceiptFinancials

Total AUM
$202.2M
Accounts
302
Discretionary
$202.2M
Accounts
302
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$30.6M
HNW Individual Clients
26
AUM
$64M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$8.7M
Corporation or Business Clients
1
AUM
$97.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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