Richard C. Young & Co., Ltd. Review


Trust Score 97%
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Last updated: June 11th, 2019. Data source: SEC filings.

Richard C. Young & Co., Ltd., federally registered in 1990, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 7 advisors. Richard C. Young & Co., Ltd. manages $1.0 billion and provides investment advisory services for 649 clients (1:93 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $1,548,121
Hybrid Advisor No
Disciplinary History No
Total AUM $1.0 billion
Advisor / Client Ratio 1:93
Headquarters Newport, RI
SEC Filings Forms and Brochures    (CRD # 105866)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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