1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WOOD YOUNG & CO INC

Map pinQUAKERTOWN, PA
Phone215-536-8620
NotebookSEC #801-1441
Total AUM
$63.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
209 W. BROAD ST.
QUAKERTOWN
PA 18951
USA
Operating Hours
9:00 - 4:00
Monday - Friday
Phone
215-536-8620

ReceiptFinancials

Total AUM
$63.7M
Accounts
58
Discretionary
$1.1M
Accounts
2
Non-Discretionary
$62.6M
Accounts
56

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account