$6.3K Total AUM
$6.3K Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2001
- Office Locations
- 2
Office Locations
100 Galleria Parkway Suite 1300 Atlanta GA
3350 Riverwood Parkway Suite 1125 Atlanta GA
About Young Investment Advisors, INC
Young Investment Advisors, INC is a Atlanta-based RIA with 2 offices. The firm has been operating for 24 years. Managing $6.3K in total assets under management, with 1 advisory representatives.
Team overview
32 AVG AGE
$6.3K AVG AUM / ADVISOR
$1.1K AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TY JEFFREY YOUNG
Chief Compliance Officer, President
- CRD
- #2247230
- Ownership
- 75% or more
Available
Available
Available
S
STEVEN ANTHONY RODRIGUEZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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JONATHAN BERMUDEZ
Advisor
- CRD
- #6535227
Available
Available
Available
J
Jeffrey B Curtis
President
- CRD
- #6697999
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,319 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,319 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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