Phil A. Younker & Associates, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$202,173,074
Total clients
113
23% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
57
Average account size
$1,789,142
Client services
Fee options
Fixed fees for Multigenerational Wealth Services are negotiated on a case-by-case basis depending on complexity; fees may be waived for clients with significant assets managed by the firm.
$0.00 - $500,000: 1.00% $500,001+: 0.80%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Phil A. Younker & Associates, Ltd.
Fairbanks AK, United States
Number of offices
1
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