Ycg, LLC
RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$5.8M
Accounts
264
Employees
9
Advisory reps
4
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 145769
- Registered since
- December 14, 2007
- Website
- ycginvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.67%
- Investment Companies36.14%
- Charitable Organizations5.82%
- Corporations / Businesses3.9%
- Individuals0.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ycg, LLC is an individually owned institutional investment adviser registered with the SEC in 2007. It serves individuals and families as well as institutional clients, charging fees based on assets under management. Its advisory work includes portfolio management for individuals and small businesses, investment companies, and businesses or institutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds5%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.6M in ETFs
Passive
100%
$1.6M
Active
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $1.2M | 11,475 | 71.08% |
Location
Primary office
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3207 620
- Time zone
- CT (UTC-6)
- Office locations
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