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Building 2YOUR PRIVATE CLIENT GROUP, INC.

Map pin
Phone800-346-0138
NotebookSEC #801-112586
Total AUM
$236.7M
Employees
2
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
800-346-0138

ReceiptFinancials

Total AUM
$236.7M
Accounts
400
Discretionary
$236.7M
Accounts
400
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$39.4M
HNW Individual Clients
63
AUM
$187.9M
Pension/Profit Sharing Plan Clients
5
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLHIILINKSLAMDNVOHORPATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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