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YORKTOWN MANAGEMENT AND RESEARCH CO INC

106 Annjo Court
Suite A
Forest, Virginia 24551-2630
Tel: 434-846-1361

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About YORKTOWN MANAGEMENT AND RESEARCH CO INC

YORKTOWN MANAGEMENT AND RESEARCH CO INC, formally registered with the SEC as YORKTOWN MANAGEMENT AND RESEARCH CO INC. The firm was established in 02/11/1985. They have over 1 offices throughout the country.

YORKTOWN MANAGEMENT AND RESEARCH CO INC is a Forest, Virginia based Financial Planning firm with nearly $678,288,835 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105083
SEC#801-23441
Assets Managed by Firm$678,288,835
No. of Clients4
No. of Advisors12

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total4$678,288,835

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