Younker Phil A & Associates Ltd (Fairbanks)

Younker Phil A & Associates Ltd is a large advisory firm based in Fairbanks. It manages $125.19 million of regulatory assets for 385 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alaska.

Younker Phil A & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Younker Phil A & Associates: assets under management

The assets under management (AUM) of Younker Phil A & Associates Ltd is $125.19 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100.19 million in discretionary accounts and $25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $262.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Younker Phil A & Associates Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Younker Phil A & Associates Ltd

Philip Arthur Younker has been acting as President since 1 Jan 1987. Jamie Graham joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Arthur Younker	President	1 Jan 1987	50% - 75%	1106793
Phil Arthur Younker	Vice president	1 Jan 1987	50% - 75%	1435351
Jamie Graham	Chief compliance officer	1 Oct 2005	Other	5052959

Based in Fairbanks

The principal office where Younker Phil A & Associates Ltd performs its advisory services is located at 121 Spruce St, Fairbanks, AK 99709 4150, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.