KEVIN M. YOUNG FINANCIAL, INC.

YOUNG WEALTH MANAGEMENT
DAVIS, California·1 registered advisor·CRD# 145478
SEC# 801-1217211530-231-5152
01

Firm Overview

AUM
$117M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEVIN M. YOUNG FINANCIAL, INC.

1 registered advisor
Kevin M Young
DAVIS, California
05

Office Locations

DAVIS, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KEVIN M. YOUNG FINANCIAL, INC. (CRD# 145478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.