RIA Intel›Advisers›California›KEVIN M. YOUNG FINANCIAL, INC.

KEVIN M. YOUNG FINANCIAL, INC.

Advisory

N·DAVIS, CA

Data as of Mar 19, 2024 · Source: SEC Form ADV

Total AUM
$117M
1-Year AUM Growth
+1.2%
3-Year CAGR
+0.4%
Employees
2
Assets Under Management
Total AUM$117M
Discretionary AUM$117M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingJun 9, 2021
Latest FilingMar 19, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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