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.
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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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
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.
You can reach the main office by calling the phone number 907-452-6393 or by fax 907-452-1600. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.
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