RIA Intel›Advisers›YOUR PRIVATE CLIENT GROUP, INC.

YOUR PRIVATE CLIENT GROUP, INC.

Advisory

N·

Data as of Jan 12, 2026 · Source: SEC Form ADV

Total AUM
$237M
1-Year AUM Growth
0.0%
3-Year CAGR
-18.4%
Employees
2
Assets Under Management
Total AUM$237M
Discretionary AUM$237M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients230
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record27
First FilingFeb 6, 2018
Latest FilingJan 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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