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YOUR PRIVATE CLIENT GROUP, INC.
CRD 292621 · SEC 801-112586
AZ, United States
Phone
800-346-0138
Fax
818-788-1353
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$236.7M
Discretionary AUM
$236.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $39.4M |
| High net worth individuals | 63 | $187.9M |
| Pension/profit sharing plans | 5 | $9.4M |
States served
AZ, CA, IL, IN, KS, LA, MD, NV, OH, OR, PA, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD