Robert J Young
RIAState Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$79.4K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167473
- Custodians
- ALTRUIST FINANCIAL LLC, BROKER-DEALER
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robert J Young is structured as a limited liability company that provides portfolio management services to individuals and small businesses. The firm serves individual and family clients on a fee‑based model tied to a percentage of assets under management. Its advisory scope is focused on direct portfolio management rather than institutional or pension consulting work. The firm does not identify as an active ESG investor, is not registered as a multi‑state adviser, and is not reported as newly formed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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