KEVIN M. YOUNG FINANCIAL, INC.
KEVIN M. YOUNG FINANCIAL, INC. of DAVIS, CA is an SEC-registered investment adviser (CRD 145478). Regulatory assets under management: $116.6M.
Registration
- CRD: 145478
- SEC file number: 801-121721
- Type: Registered investment adviser
- Location: 502 MACE BLVD, SUITE #5, DAVIS, CA, 95618
- Phone: 530-231-5152
- Latest filing: 2024-03-19
- Regulatory AUM: $116.6M
- Discretionary AUM: $116.6M
- Clients: 2
- Accounts: 304
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| YOUNG PAULEEN M | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
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