YOUNG RICHARD C & CO LTD

98 William Street
Newport, Rhode Island 02840
Tel: 401-849-2137

About YOUNG RICHARD C & CO LTD

YOUNG RICHARD C & CO LTD, formally registered with the SEC as YOUNG RICHARD C & CO LTD. The firm was established in 01/03/1990. They have over 2 offices throughout the country.

YOUNG RICHARD C & CO LTD is a Newport, Rhode Island based Financial Planning firm with nearly $1,431,004,487 assets under management, offering retirement planning & investment advisory services to 1992 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105866
SEC#	801-35765
Assets Managed by Firm	$1,431,004,487
No. of Clients	1992
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1992	$1,431,004,487
Individuals (other than high net worth individuals)	336	$188,187,890
High net worth individuals	439	$1,209,566,347
Pension and profit sharing plans	16	$22,023,244
Corporations or other businesses	10	$11,227,006

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