RICHARD YOUNG ASSOCIATES, LTD.

205 Hudson Trace
Suite A
Augusta, Georgia 30907
Tel: 706-739-0725

About RICHARD YOUNG ASSOCIATES, LTD.

RICHARD YOUNG ASSOCIATES, LTD, formally registered with the SEC as RICHARD YOUNG ASSOCIATES, LTD. The firm was established in 06/22/2009. They have over 1 offices throughout the country.

RICHARD YOUNG ASSOCIATES, LTD. is a Augusta, Georgia based Financial Planning firm with nearly $837,480,766 assets under management, offering retirement planning & investment advisory services to 4349 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126124
SEC#	801-70318
Assets Managed by Firm	$837,480,766
No. of Clients	4349
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4349	$837,480,766
Individuals (other than high net worth individuals)	1520	$388,572,893
High net worth individuals	205	$444,041,549
Pension and profit sharing plans	Fewer than 5 clients	$4,423,100
Charitable organizations	Fewer than 5 clients	$179,071
Corporations or other businesses	Fewer than 5 clients	$264,153

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