Investment adviser · CRD 40395

BRECEK & YOUNG ADVISORS, INC.

Investment adviser filing (IA)

FOLSOM, CA, United States · Form ADV filed May 1, 2012

Regulatory AUM
$180M
Form ADV · Item 5.F
Client accounts
1,060
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 1, 2012. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

1110 IRON POINT RD STE 100
FOLSOM, CA, 95630, United States

CRD 40395

Filing source

Form ADV 644340 · May 1, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.