Overview
Assets Under Management: $202 million
High-Net-Worth Clients: 26
Average Client Assets: $2.5 million
Frequently Asked Questions
PHIL A. YOUNKER & ASSOCIATES, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311775), PHIL A. YOUNKER & ASSOCIATES, LTD. is subject to fiduciary duty under federal law.
PHIL A. YOUNKER & ASSOCIATES, LTD. serves 26 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, PHIL A. YOUNKER & ASSOCIATES, LTD. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PHIL A. YOUNKER & ASSOCIATES, LTD. manages $202 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, PHIL A. YOUNKER & ASSOCIATES, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.66%
Average Client Assets: $2.5 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 311775
Filing ID: 2049803
Last Filing Date: 2026-02-06 11:22:12