YOUR PRIVATE CLIENT GROUP, INC.
Adviser information for YOUR PRIVATE CLIENT GROUP, INC. last updated from Form ADV on January 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 488 | $229.0M |
| Non-Discretionary | 0 | $0 |
| Total | 488 | $229.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 172 | $59.0M |
| HNW Individuals | 67 | $161.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $8.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-112586 |
|---|---|
| SEC ERA File Number | 801-112586 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292621 |
| Legal Entity Identifier | None |
Principal Office
3965 CALLE DEL SOLTHOUSAND OAKS
CA
United States
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY, NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Tel: 800-346-0138, Fax: 818-788-1353
Websites
Chief Compliance Officer
TODD D'AGOSTINO
CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER
3965 CALLE DEL SOL
THOUSAND OAKS
CA
United States
Tel:
800-346-0138
Fax:
818-788-1353
T*************@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAGOSTINO, TODD, PHILIP | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 02/2018 | > 75% |