Phil a. Younker & Associates, Ltd.
● SEC registered since 2020CRD 311775SEC# 801-119995
Reg. AUM
$202.2M
Employees
2
Accounts
302
Location
—
Phil a. Younker & Associates, Ltd. assets under management
Phil a. Younker & Associates, Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $202.2 million in regulatory assets under management and employs 2 people.
Phil a. Younker & Associates, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaime Lynn Graham Control | Chief Compliance Officer | 25-50% | 2020 |
| Jr. Phil Arthur Younker Control | Elected Member And Equity Owner | Over 75% | 1987 |
Frequently asked questions
How much does Phil a. Younker & Associates, Ltd. manage?
Phil a. Younker & Associates, Ltd. reports $202.2 million in regulatory assets under management on its Form ADV.
How many employees does Phil a. Younker & Associates, Ltd. have?
Phil a. Younker & Associates, Ltd. reports 2 employees.
Does Phil a. Younker & Associates, Ltd. disclose fund performance?
Phil a. Younker & Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 907-452-4250 |
| Fax | 800-853-4707 |
| Office hours | 8:30 a.m. - 3;00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202.2M▲ 46%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$202.2Mregulatory AUM
Discretionary $202.2M