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YOUNG RICHARD C & CO LTD
98 William Street
Newport, Rhode Island 2840
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 $1,364,907,841 assets under management, offering retirement planning & investment advisory services to 1926 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105866 |
| SEC# | 801-35765 |
| Assets Managed by Firm | $1,364,907,841 |
| No. of Clients | 1926 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1926 | $1,364,907,841 |
| Individuals (other than high net worth individuals) | 372 | $185,155,795 |
| High net worth individuals | 428 | $1,152,307,977 |
| Pension and profit sharing plans | 16 | $17,930,014 |
| Corporations or other businesses | 8 | $9,514,055 |
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