This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2024
- Office Locations
- 1
Office Locations
About YGC Wealth
YGC Wealth is a Maryland-based RIA delivering inclusive, culturally competent, technology-forward financial planning and wealth management. Led by award-winning CFP professional Rianka R. Dorsainvil, the firm supports aspiring entrepreneurs, first-generation wealth builders, and thriving professionals with comprehensive planning and portfolio guidance. Portfolios primarily use public funds and ETFs, with custody through platforms such as Altruist and Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RIANKA RACHELLE DORSAINVIL
Advisor, Chief Compliance Officer, Investment Adviser Representative, Managing Member
- CRD
- #6249770
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,062,769 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,062,769 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing