RICHARD YOUNG ASSOCIATES, LTD.

AUGUSTA, Georgia·2 registered advisors·CRD# 126124

SEC# 801-703180706-739-0725

01

Firm Overview

AUM

$837M

Regulatory assets under management

Employees

15

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at RICHARD YOUNG ASSOCIATES, LTD.

2 registered advisors

Kathryn O. Marbert

AUGUSTA, Georgia

Walter Stephen Marbert

AUGUSTA, Georgia

05

Office Locations

AUGUSTA, Georgia

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Data sourced from SEC Form ADV filings. RICHARD YOUNG ASSOCIATES, LTD. (CRD# 126124) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.