| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Evan D'Agostino | Vice President | 10-25% | 2024 |
| Todd Philip Dagostino Control | Chief Compliance Officer & Chief Financial Officer | Over 75% | 2018 |
Your Private Client Group, Inc. reports $228.6 million in regulatory assets under management on its Form ADV.
Your Private Client Group, Inc. reports 2 employees.
Your Private Client Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $228.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $228.6M |