$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2016
- Office Locations
- 1
Office Locations
-- Jupiter FL
About Young Financial Services
Young Financial Services is an independent RIA in Jupiter, Florida led by managing member Robert Sterling Teague Young. The firm provides financial planning and portfolio management, including estate planning, insurance and retirement plan guidance, serving retail clients such as entrepreneurs. Portfolios emphasize mutual funds and ETFs with a meaningful cash sleeve, custodying through Charles Schwab & Co.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
$304.3K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT STERLING TEAGUE YOUNG
Investment Advisor, Managing Member
- CRD
- #3079632
- 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 | $21,907,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,907,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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