YOUR Private Client Group, Inc.
SEC RegisteredPCG helps independent investors approach the market on their own terms
About the firm
Your Private Client Group ("YourPCG") is an independent registered investment advisor that provides independent-minded investors access to flexible investment solutions designed and managed by AssetMark, with input from third-party Portfolio Strategists and investment advisors. YourPCG has partnered with AssetMark, one of the nation's most prominent asset allocation strategists, to deliver robust investment solutions guided through an asset allocation agreement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and advisory services offering flexible investment solutions across multiple investment objectives including Aggressive, Growth, Growth-Income, Balanced Growth, Balanced, and Fixed Income, utilizing mutual funds and asset allocation strategies managed in partnership with AssetMark.
Who they serve
Independent-minded investors who want flexible investment solutions, transparency in strategy and performance, and the freedom to approach the market on their own terms while pursuing their desired lifestyle.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 162 | $39M |
| High Net Worth Individuals | 63 | $188M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $9.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fixed Income - First $500,000 | 0.50% |
| Fixed Income - Next $500,000 | 0.50% |
| Fixed Income - Next $4,000,000 | 0.25% |
| Fixed Income - Over $5,000,000 | 0.15% |
| Equities - First $500,000 | 1.00% |
| Equities - Next $500,000 | 0.80% |
| Equities - Next $4,000,000 | 0.50% |
| Equities - Over $5,000,000 | 0.30% |
Data as of January 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. YOUR Private Client Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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