KEVIN M. YOUNG FINANCIAL, INC.
Legal name: YOUNG WEALTH MANAGEMENT
CRD #145478 SEC #801-121721 DAVIS, CA 530-231-5152
SEC Registered
Total AUM
$116.6M
Discretionary
$116.6M
Employees
2
Clients
1
Accounts
304
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YOUNG, KEVIN, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2024 REGISTERED
Notice Filings (3)
AZ CA TX
Address
502 MACE BLVDSUITE #5
DAVIS, CA 95618
United States
Phone: 530-231-5152