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PHIL A. YOUNKER & ASSOCIATES, LTD.

· CRD 311775 · IAPD ↗ · pyounker.com · 907-452-4250

$202.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — PHIL A. YOUNKER & ASSOCIATES, LTD. reported RAUM up 46% ($138.5M -> $202.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.