Your Private Client Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 292621
- Registered since
- March 13, 2018
- Website
- www.yourpcg.com
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.4%
- Individuals16.65%
- Pension & Profit Sharing Plans3.96%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Your Private Client Group, Inc. is a privately owned RIA registered with the SEC since 2018. The firm operates as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside advisers and managers for client mandates. Fees are billed as a percentage of assets under management. The firm does not characterize itself as an ESG-focused or multi-state adviser.
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Todd Dagostino
PresidentCRD 2189577
Matthew D'agostino
Vice PresidentCRD 6745231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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