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Kathryn O. Marbert

RICHARD YOUNG ASSOCIATES, LTD.·AUGUSTA, Georgia
Unclaimed Profile
205 HUDSON TRACE, AUGUSTA, GA 30907CRD# 5544288Firm CRD# 126124
01

About

Kathryn O. Marbert is a registered financial advisor based in AUGUSTA, Georgia, affiliated with RICHARD YOUNG ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RICHARD YOUNG ASSOCIATES, LTD.
RICHARD YOUNG ASSOCIATES, LTD.
AUM
$837M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at RICHARD YOUNG ASSOCIATES, LTD. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5544288
Firm CRD# 126124
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn O. Marbert offer?
Kathryn O. Marbert specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AUGUSTA, Georgia for a consultation.
What are Kathryn O. Marbert's credentials?
Kathryn O. Marbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn O. Marbert located?
Kathryn O. Marbert is based in AUGUSTA, Georgia, working with RICHARD YOUNG ASSOCIATES, LTD.. Their office serves clients in the AUGUSTA metropolitan area and surrounding communities.
How does Kathryn O. Marbert charge for services?
Kathryn O. Marbert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHARD YOUNG ASSOCIATES, LTD.?
RICHARD YOUNG ASSOCIATES, LTD. has approximately 15 employees and manages $837M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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