Your Private Client Group, Inc.

Overview

Your Private Client Group, Inc. is a small SEC-registered wealth manager organized as a corporation and operating since 2018. The firm is owned by an individual and describes itself as a capital allocator that provides portfolio management for individuals and small businesses while also selecting and overseeing third‑party advisers. Its client mix includes both individual/family households and some institutional relationships. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives