Your Private Client Group, Inc.
● SEC registered since 2018CRD 292621SEC# 801-112586
Reg. AUM
$236.7M
Employees
2
Accounts
400
Location
—
About Your Private Client Group
Your Private Client Group serves independent-minded investors who want flexibility without going it alone in changing markets. Advisory services are delivered through an AssetMark-designed platform aimed at balancing autonomy with professional support.
Summary based on the firm’s website.
Your Private Client Group, Inc. assets under management
Your Private Client Group, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $236.7 million in regulatory assets under management and employs 2 people.
Your Private Client Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Evan D'Agostino Control | Vice President | 25-50% | 2024 |
| Todd Philip Dagostino Control | Chief Compliance Officer & Chief Financial Officer | 50-75% | 2018 |
Frequently asked questions
How much does Your Private Client Group, Inc. manage?
Your Private Client Group, Inc. reports $236.7 million in regulatory assets under management on its Form ADV.
How many employees does Your Private Client Group, Inc. have?
Your Private Client Group, Inc. reports 2 employees.
Does Your Private Client Group, Inc. disclose fund performance?
Your Private Client Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 800-346-0138 |
| Fax | 818-788-1353 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$236.7M▲ 4%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$236.7Mregulatory AUM
Discretionary $236.7M