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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Your Private Client Group Inc
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|---|---|
| CRD # | 292621 |
| SEC # | 801-112586 |
| CIK # | |
| AUM | $228.6 M (2025-07-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-346-0138 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 54.8 |
| (b) Individuals (high net worth individuals) | 62 | 165.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 439 | 228.6 |
| By Discretionary | ||
| Discretionary | 439 | 228.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 439 | 228.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.6 | |
| Total | 439 | 228.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Antoine Williams & Associates Wealth Management LLC
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|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
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|
MA | 0.2 |
|
Bright Wealth Management LLC
✚
|
TX | 0.2 |
|
Texas Family Wealth LLC
✚
|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Michael Brady & Co LLC
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|
OH | 0.2 |
|
Secured Retirement Advisors LLC
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|
MN | 0.2 |