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Building 2RICHARD YOUNG ASSOCIATES, LTD.

Map pinAUGUSTA, GA
Phone706-739-0725
NotebookSEC #801-70318
Total AUM
$1.2B
Employees
16
Clients
1,943

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 HUDSON TRACE
AUGUSTA
GA 30907
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
706-739-0725
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
5,023
Discretionary
$1.2B
Accounts
5,023
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,608
AUM
$453.3M
HNW Individual Clients
332
AUM
$734.6M
Pension/Profit Sharing Plan Clients
1
AUM
$6.9M
Charitable Organization Clients
1
AUM
$255.7K
Corporation or Business Clients
1
AUM
$333.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILNCNEPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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