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Building 2YOUNG WEALTH MANAGEMENT

Map pinDAVIS, CA
Phone530-231-5152
NotebookSEC #801-121721
Total AUM
$116.6M
Employees
2
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
502 MACE BLVD
SUITE #5
DAVIS
CA 95618
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
530-231-5152
Other Offices
1

ReceiptFinancials

Total AUM
$116.6M
Accounts
304
Discretionary
$116.6M
Accounts
304
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$42.7M
HNW Individual Clients
22
AUM
$71.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$278.8K
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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