Elected Member and Equity Owner · Phil A. Younker & Associates, LTD.
Jr. P. A. Younker
CRD 1435351 · Named on Form ADV at one SEC-registered adviser
At a glance
Phil A. Younker & Associates, LTD., an SEC-registered asset manager with $202 million in regulatory assets, lists Jr. P. A. Younker on its Form ADV as Elected Member and Equity Owner, a control person.
Firms and roles
- Phil A. Younker & Associates, LTD.Elected Member and Equity OwnerAsset manager · United States · $202M in regulatory assets
AtlasMembers
Jr.’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jaime L. GrahamChief Compliance Officer, Phil A. Younker & Associates, LTD.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jr.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.