Youngs Advisory Group Inc
Legal Name: YOUNGS ADVISORY GROUP, INC.
Full Contact Details
Youngs Advisory Group Inc
1412 WALTER STREET, BETHLEHEM, PA
610-954-9940
610-954-9949
Other Info
Youngs Advisory Group Inc, a PA Corporation with a team of 9, including 5 advisors, has an approved SEC status since Nov 27, 1996. Although the number of clients they serve is unknown, the firm maintains a good standing with the SEC.
Home - Youngs Advisory
home home about about services services client experience client experience insights insights client portal client portal contact contact Advisors toAchievers An independent wealth management firm, trusted by successful individuals, families, and business owners to enrich and enhance their financial…
Home - Youngs Advisory
home home about about services services client experience client experience insights insights client portal client portal contact contact Advisors toAchievers An independent wealth management firm, trusted by successful individuals, families, and business owners to enrich and enhance their financial…
Direct Owners
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JAMES M BEENDERS
SENIOR RELATIONSHIP MANAGER owns more than 10% but less than 25%
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JOHN GORTON YOUNGS
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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WEBSTER JOHN YOUNGS
PRESIDENT owns more than 50% but less than 75%
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Top Holdings
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- SCHWAB STRATEGIC TRUST $12,937k
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- SPDR SERIES TRUST $8,282k
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- GLOBAL X FDS $7,174k
- SCHWAB STRATEGIC TR $6,099k
- SCHWAB STRATEGIC TR US SML CAP ETF $2,724k