PHIL A. YOUNKER & ASSOCIATES, LTD.

PHIL A. YOUNKER & ASSOCIATES, LTD. is an SEC-registered investment adviser (CRD 311775). Regulatory assets under management: $202.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Jr. Phil YounkerELECTED MEMBER AND EQUITY OWNER—
Jaime Lynn GrahamCHIEF COMPLIANCE OFFICER—
YOUNKER PHIL ARTHURELECTED MEMBER AND EQUITY OWNER—
GRAHAM JAIME LYNNCHIEF COMPLIANCE OFFICER—

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