Your Private Client Group, Inc.

Your Private Client Group, Inc. (CRD# 292621) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $229,022,721 in 488 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
5267 Warner Ave #235, Huntington Beach, CA 92649
https://www.yourpcg.com
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • Average Account Value
    $469,309
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, HI, IL, IN, KS, LA, MD, NV, OH, OR, PA, TX, WA

Financial Advisors at Your Private Client Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Todd Dagostino, financial advisor Huntington Beach CA
Todd P. Dagostino
CRD#: 2189577
5267 Warner Ave , Suite 235, Huntington Beach, CA 92649

Todd Dagostino (CRD# 2189577) is an Investment Advisor Representative working at Your Private Client Group, Inc. in Huntington Beach, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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