For over 30 years, we have operated as an independent boutique asset management firm with a singular purpose: to help our clients create more secure financial futures. Through all market cycles our goal has been unwavering: to provide investors with trusted counsel, exemplary service and value-added strategies across a range of investment disciplines. Our founder, David Basten, developed an approach to investment analysis that is performance driven and risk aware, emphasizing the value of long-term thinking and results over here-today, gone-tomorrow short-term performance. We believe our strength, stability and discipline enable us to deliver proven strategies with strong investment outcomes our clients expect. Third-party posts to this site do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy.
View Top Employees from Yorktown FundsWebsite | https://linktr.ee/yorktownfunds |
Revenue | $5.3 million |
Employees | 21 (21 on RocketReach) |
Founded | 1985 |
Address | 106 Annjo Court, Forest, Virginia 24551, US |
Phone | (434) 846-1361 |
Industry | Financial Services, Finance General, Finance |
Competitors | 361 Capital, Delaware Investments National Municipal Income Fund, Evanson Asset Management, The Institute for Wealth |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 525 Companies, NAICS Code 5239 Companies |
Looking for a particular Yorktown Funds employee's phone or email?
The Yorktown Funds annual revenue was $5.3 million in 2024.
Tony Leppert is the Managing Partner of Yorktown Funds.
21 people are employed at Yorktown Funds.
Yorktown Funds is based in Forest, Virginia.
The NAICS codes for Yorktown Funds are [523, 52, 52393, 525, 5239].
The SIC codes for Yorktown Funds are [67, 672].