Ycg, LLC
Ycg, LLC (CRD# 145769) is a financial advisory firm headquartered in Austin, TX. They manage $1,102,869,395 in 233 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,103MILLION
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Total Number of Accounts233ACCOUNTS
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Average Account Value$4,733,345
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, IL, MI, OH, TX
Financial Advisors at Ycg, LLC
1
William Kruger (CRD# 4960769) is an Investment Advisor Representative working at Ycg, LLC in Austin, TX and has over 18 years of experience in the finance industry.
2
Brian Yacktman (CRD# 5453241) is an Investment Advisor Representative working at Ycg, LLC in Austin, TX and has over 13 years of experience in the finance industry.
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