Phil Younker & Assoc Ltd

EST. AUM
$202,173,074

CONTACTS
1

CLIENT ACCOUNTS
302

Firm Details

Metro area Anchorage
CRD Number 311775
Website pyounker.com
Client types

Overview

Phil A. Younker & Associates is a unique investment advisor firm providing customized investment management to individuals, families, and institutions. Its office is locally owned and managed with an emphasis on creating lasting client relationships. The firm prides itself on being independent and utilizing the best institutional research, industry experience, and expertise. Its advisors work together to find the best possible investments and strategies and then put that knowledge to work for clients. An advisor will meet with clients one on one as often as they like and will keep them updated through statements, emails, and phone calls. Phil A. Younker & Associates works as a boutique firm providing customized service and account management to a select group of clients. At the firm, they value the opportunity to get to know their clients and their families, allowing them to make the best possible investment decisions. The firm has worked with many of its clients for over 20 years and is honored to assist them.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Phil Younker & Assoc Ltd

Platform Details

Investment Preferences

Alternative Activity

Address

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