YCG, LLC
Total AUM
$1.5B
Employees
9Clients
264Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3207 RANCH ROAD 620 SOUTH
SUITE 200
AUSTIN
TX 78738
United States
SUITE 200
AUSTIN
TX 78738
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
512-505-2347
Financials
Total AUM
$1.5B
Accounts
264Discretionary
$1.5B
Accounts
237Non-Discretionary
$16.1M
Accounts
27
Clients
Individual Clients
41AUM
$6.7M
HNW Individual Clients
206AUM
$827.3M
Investment Company Clients
1AUM
$557.1M
Charitable Organization Clients
8AUM
$89.7M
Corporation or Business Clients
6AUM
$60.1M
Other Clients
2AUM
$447.4K
Description of Other Clients
SPECIAL NEEDS TRUST
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILMIOHTXUT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.