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YOUNG RICHARD C & CO LTD
CRD 105866 · SEC 801-35765
98 WILLIAM STREET, NEWPORT, RI, 02840, United States
Phone
401-849-2137
Fax
401-849-0002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.80B
Discretionary AUM
$1.80B
Team
14 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 293 | $147.6M |
| High net worth individuals | 505 | $1.62B |
| Pension/profit sharing plans | 8 | $22.4M |
| Corporations/business entities | 7 | $13.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.facebook.com/Richardcyoungcoltd
- https://www.linkedin.com/company/richard-c-young-co-ltd/about/
- https://youngresearch.com
- https://richardcyoung.com
- https://yoursurvivalguy.com
- https://youngsworldmoneyforecast.com
- https://twitter.com/Richard_C_Young
- https://twitter.com/yngresearch
- https://twitter.com/yoursurvivalguy
- https://younginvestments.com
Official SEC filing: View on IAPD