Thousand Oaks, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Your Private Client Group, Inc.
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Firm-wide stats for Your Private Client Group, Inc.
About
Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high‑net‑worth individuals, offering portfolio management and the selection of third‑party managers. The firm generally limits its advice to mutual funds, fixed‑income securities and exchange‑traded funds and maintains an account minimum (typically $100,000, waivable at the firm’s discretion).
Its investment process draws on modern portfolio theory, quantitative, fundamental and cyclical analysis and emphasizes a long‑term trading approach and portfolio allocation. The firm can act on a discretionary or non‑discretionary basis, but does not execute trades itself and directs client accounts to the AssetMark platform for account management and trade execution.
The firm manages roughly $236.7 million across about 225 client accounts with two advisors and does not take custody of client assets, relying on custodians to deliver monthly account statements. Your PCG has a fee‑sharing relationship with the AssetMark platform and participates in AssetMark “growth support” programs for advisors—an arrangement that creates a financial incentive to use that platform and is disclosed in the firm’s brochure.
Based on Your Private Client Group, Inc.
Location
Thousand Oaks CA
Advisors at this office
1
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