Your Private Client Group, Inc.
Your Private Client Group, Inc. is an SEC-registered wealth manager with $236.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Your Private Client Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292621, SEC 801-112586, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $236.7M (2026-01-12)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 230
- CRD
- 292621
- Ownership
- GRAHAM, KENNETH, ROBERT; D'AGOSTINO, MATTHEW, EVAN; DAGOSTINO, TODD, PHILIP
How much AUM does Your Private Client Group, Inc. have?
Your Private Client Group, Inc. reported $236.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Your Private Client Group, Inc.?
Disclosed owners and executives of Your Private Client Group, Inc. include GRAHAM, KENNETH, ROBERT, D'AGOSTINO, MATTHEW, EVAN, DAGOSTINO, TODD, PHILIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.