R
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2013
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Robert J Young
RJ Young delivers and supports workplace technology for businesses across the Southeast, spanning copiers/printers, document management (DocuWare), VoIP/UCaaS phone systems, AV & conferencing, promotional products, and managed IT services via Velocity1. Operates 29 local locations with responsive on-site support and cites 97% customer retention for managed IT.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$39.7K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROBERT J YOUNG
Chief Compliance Officer, President
- CRD
- #5573179
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,429,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,429,624 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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