Yuengling Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 120550
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses50.01%
- HNWI36.5%
- Individuals13.49%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Yuengling Asset Management is a small, privately owned investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and maintains a conservative, fixed-income oriented investment posture. Its reported asset allocation shows a material tilt toward U.S. government bonds, reflecting a liability-matching or capital-preservation emphasis rather than aggressive equity risk-taking. Yuengling Asset Management is not an active ESG investor and is structured to serve a limited client base rather than a broad institutional footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- US Government Bonds56%
- Exchange Traded Equities37%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Contacts
1 of 1Frederick Yuengling
OwnerCRD 1656197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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