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| Keyboard |
| Your Private Client Group Inc
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|---|---|
| CRD # | 292621 |
| SEC # | 801-112586 |
| CIK # | |
| AUM | 236.7 M (2026-01-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-346-0138 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 39.4 |
| (b) Individuals (high net worth individuals) | 63 | 187.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 400 | 236.7 |
| By Discretionary | ||
| Discretionary | 400 | 236.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 400 | 236.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.7 | |
| Total | 400 | 236.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
North American Wealth Advisors Inc
✚
|
MN | 237.3 M |
|
Cambridge Wealth Advisors LLC
✚
|
237.0 M | |
|
Clarity Wealth Management LLC
✚
|
AZ | 236.8 M |
|
Axiom Investment Management LLC
✚
|
NY | 236.8 M |
|
Spectrum Financial Inc
✚
|
VA | 236.5 M |
|
Schamberger Greylak & Utterback Wealth Management LLC
✚
|
WI | 236.4 M |
|
Castle Wealth Planning LLC
✚
|
CA | 236.4 M |
|
Lanier Financial Group LLC
✚
|
GA | 236.2 M |
|
Millares Asset Management LLC
✚
|
FL | 236.2 M |
|
Ipsen Advisor Group LLC
✚
|
AR | 236.1 M |