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PHIL A. YOUNKER & ASSOCIATES, LTD.
CRD 311775 · SEC 801-119995
AK, United States
Phone
907-452-4250
Fax
800-853-4707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.2M
Discretionary AUM
$202.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $30.6M |
| High net worth individuals | 26 | $64.0M |
States served
AK, TX
All web addresses on file
Official SEC filing: View on IAPD