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YORKTOWN MANAGEMENT AND RESEARCH CO INC
CRD 105083 · SEC 801-23441
106 ANNJO COURT, SUITE A, FOREST, VA, 24551-2630, United States
Phone
434-846-1361
Fax
434-846-1837
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$677.1M
Discretionary AUM
$677.1M
Team
9 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $677.1M |
States served
VA, TX
Official SEC filing: View on IAPD