Phil A. Younker & Associates, Ltd.
Phil A. Younker & Associates, Ltd. is an SEC-registered wealth manager with $202.2M assets under management (AUM, regulatory AUM), +46% over one year. See who owns Phil A. Younker & Associates, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311775, SEC 801-119995, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $202.2M (2026-02-06)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 113
- CRD
- 311775
- Ownership
- YOUNKER, JR., PHIL, ARTHUR; GRAHAM, JAIME, LYNN
How much AUM does Phil A. Younker & Associates, Ltd. have?
Phil A. Younker & Associates, Ltd. reported $202.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Phil A. Younker & Associates, Ltd.?
Disclosed owners and executives of Phil A. Younker & Associates, Ltd. include YOUNKER, JR., PHIL, ARTHUR, GRAHAM, JAIME, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.