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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2018
- Office Locations
- 2
Office Locations
About Your Private Client Group, Inc.
Your Private Client Group (YourPCG) is an independent registered investment advisor partnering with AssetMark to deliver transparent, flexible investment programs for independent-minded investors. Portfolios are built around AssetMark-guided asset allocation with input from third-party strategists and typically use mutual funds across domestic/international equities and fixed income, spanning growth through income-focused objectives. Based in California; AssetMark serves as its primary platform/custody partner.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Technology
Owner & Executives
TODD PHILIP DAGOSTINO
Chief Compliance Officer, Chief Financial Officer, Vice President
- CRD
- #2189577
- Ownership
- 50% but less than 75%
MATTHEW EVAN D'AGOSTINO
Entrepreneur, VICE PRESIDENT
- CRD
- #6745231
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,702,434 | $591,756 |
| Non-Discretionary | $0 | -- |
| Total | $236,702,434 | $591,756 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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