$9.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-1998
- Office Locations
- 1
Office Locations
-- Millbrae CA
About Young Financial & Insurance Services
Young Financial & Insurance Services is a Millbrae, CA, owner-led practice founded by Guy Cameron Young, bringing four decades in investments and insurance. The firm provides financial planning, portfolio construction, and ongoing asset management, often using ETFs and mutual funds alongside fixed income and insurance/annuity solutions for retail clients. Custodied at Altruist.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$357.4K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GUY CAMERON YOUNG
Owner
- CRD
- #1092459
- 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 | $0 | -- |
| Non-Discretionary | $9,650,000 | -- |
| Total | $9,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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