YOUNG RICHARD C & CO LTD
CRD #105866 SEC #801-35765 NEWPORT, RI 401-849-2137
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
13
Clients
--
Accounts
2,036
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $1.6B | $0 | 13 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 13 | 0 |
| Nov 2023 | $1.4B | $1.4B | $0 | 14 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 14 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 13 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 13 | 0 |
| Jun 2020 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2019 | $1B | $1B | $0 | 13 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 12 | 638 |
| Mar 2017 | $980.2M | $980.2M | $0 | 12 | 600 |
| Mar 2016 | $927.5M | $927.5M | $0 | 12 | 500 |
| Mar 2015 | $999.5M | $999.5M | $0 | 13 | 600 |
| Mar 2014 | $977.8M | $977.8M | $0 | 13 | 600 |
| Mar 2013 | $941M | $941M | $0 | 13 | 500 |
| Mar 2012 | $882.2M | $882.2M | $0 | 11 | 600 |
| Mar 2011 | $802M | $802M | $0 | -- | -- |
| Mar 2011 | $802M | $802M | $0 | -- | -- |
| Mar 2008 | $658.2M | $658.2M | $0 | 10 | -- |
| Mar 2007 | $628.9M | $628.9M | $0 | 10 | -- |
| Mar 2006 | $552.4M | $552.4M | $0 | 10 | -- |
| Mar 2004 | $436.7M | $436.7M | $0 | 10 | -- |
| Dec 2003 | $373M | $373M | $0 | 10 | -- |
| Mar 2002 | $354.9M | $354.9M | $0 | 10 | -- |
| Jun 2001 | $336.3M | $336.3M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients638
DateMar 2017
Total AUM$980.2M
Discretionary$980.2M
Non-Disc.$0
Employees12
Clients600
DateMar 2016
Total AUM$927.5M
Discretionary$927.5M
Non-Disc.$0
Employees12
Clients500
DateMar 2015
Total AUM$999.5M
Discretionary$999.5M
Non-Disc.$0
Employees13
Clients600
DateMar 2014
Total AUM$977.8M
Discretionary$977.8M
Non-Disc.$0
Employees13
Clients600
DateMar 2013
Total AUM$941M
Discretionary$941M
Non-Disc.$0
Employees13
Clients500
DateMar 2012
Total AUM$882.2M
Discretionary$882.2M
Non-Disc.$0
Employees11
Clients600
DateMar 2011
Total AUM$802M
Discretionary$802M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$802M
Discretionary$802M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$658.2M
Discretionary$658.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$436.7M
Discretionary$436.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$373M
Discretionary$373M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$336.3M
Discretionary$336.3M
Non-Disc.$0
Employees10
Clients--