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THE YOUNG GROUP, INC.
THE YOUNG GROUP, INC.
SEDONA, Arizona
·
2 registered advisors
·
CRD# 114691
SEC# 801-60629
928.282.4529
01
Firm Overview
AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at THE YOUNG GROUP, INC.
2 registered advisors
John Paul Young Ii
SEDONA, Arizona
CRD# 1007038
Sheri Marie Young
SEDONA, Arizona
CRD# 4461776
05
Office Locations
SEDONA, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. THE YOUNG GROUP, INC. (CRD# 114691) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.