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YOUNG RICHARD C & CO LTD
NEWPORT, RI
401-849-2137
SEC #801-35765Total AUM
$1.8B
Employees
14Clients
819Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
98 WILLIAM STREET
NEWPORT
RI 02840
United States
NEWPORT
RI 02840
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
401-849-2137
Other Offices
1
Financials
Total AUM
$1.8B
Accounts
2,042Discretionary
$1.8B
Accounts
2,042Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
293AUM
$147.6M
HNW Individual Clients
505AUM
$1.6B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
8AUM
$22.4M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
7AUM
$13.7M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.