Young America Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Mamaroneck, New York
CRD number
150443
Registered since
March 9, 2010

Firm profile

FINTRX

Overview

Young America Capital, LLC is an individually owned limited liability company that is classified as an investment bank in the provided snapshot. The firm is not described as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Public disclosures about its specific advisory or transactional activities, client segments, and fee arrangements are minimal in the source material. Given the combination of its investment-banking classification and the absence of disclosed advisory activity, the firm appears oriented toward non-traditional wealth-management functions rather than operating primarily as a discretionary asset manager for retail or high-net-worth clients.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Bull

    CFOCRD 1521134

  • John Heffernan

    CFOCRD 1406743

Contacts

3 of 47
  • Dawn Barnes

    Dawn Barnes

    Registered Securities RepresentativeCRD 2630218

  • Donald Jackson

    Donald Jackson

    Registered RepresentativeCRD 1275760

  • Bruce Forrest

    Bruce Forrest

    Managing DirectorCRD 5774784

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mamaroneck, NY

Westchester

Location

Mamaroneck, NY

Headquartered in Mamaroneck, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
141 E Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth