Ycg, LLC

Ycg, LLC (CRD# 145769) is a financial advisory firm headquartered in Austin, TX. They manage $505,763,617 in 144 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3207 Ranch Road 620 South, Suite 200, Austin, TX 78738
https://www.ycginvestments.com
By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $3,512,247
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, OH, TX

Financial Advisors at Ycg, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Kruger, financial advisor Austin TX
William D. Kruger
CRD#: 4960769
3207 Ranch Road 620 South, Suite 200, Austin, TX 78738
93
Wealthminder
score

William Kruger (CRD# 4960769) is an Investment Advisor Representative working at Ycg, LLC in Austin, TX and has over 12 years of experience in the finance industry.

2
Brian Yacktman, financial advisor Austin TX
Brian A. Yacktman
CRD#: 5453241
3207 Ranch Road 620 South, Suite 200, Austin, TX 78738
93
Wealthminder
score

Brian Yacktman (CRD# 5453241) is an Investment Advisor Representative working at Ycg, LLC in Austin, TX and has over 7 years of experience in the finance industry.

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