Investment adviser · CRD 114691

THE YOUNG GROUP, INC.

Investment adviser filing (IA)

SEDONA, AZ, United States · Form ADV filed Apr 20, 2012

Regulatory AUM
$52.5M
Form ADV · Item 5.F
Client accounts
12
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: Apr 20, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

4200 N. STATE ROUTE 89-A
SEDONA, AZ, 86336-9632, United States

CRD 114691

Filing source

Form ADV 642189 · Apr 20, 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.