PHIL A. YOUNKER & ASSOCIATES, LTD.
Adviser information for PHIL A. YOUNKER & ASSOCIATES, LTD. last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alaska, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 290 | $123.7M |
| Non-Discretionary | 0 | $0 |
| Total | 290 | $123.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 89 | $30.4M |
| HNW Individuals | 23 | $47.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.2M |
| Charitable organizations | <5 | $6.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $38.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-119995 |
|---|---|
| SEC ERA File Number | 801-119995 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311775 |
| Legal Entity Identifier | None |
Principal Office
2130 HILLING AVENUEFAIRBANKS
AK
United States
Monday - Friday, 8:30 AM - 3;00 PM
Tel: 907-452-4250, Fax: 800-853-4707
Websites
Chief Compliance Officer
JAIME GRAHAM
2130 HILLING AVENUE
FAIRBANKS
AK
United States
Tel:
907-452-4250
J******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YOUNKER, JR., PHIL, ARTHUR | Individual | – | ELECTED MEMBER AND EQUITY OWNER | 04/1987 | > 75% |
| GRAHAM, JAIME, LYNN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2020 | 10-25% |