YOUR PRIVATE CLIENT GROUP, INC. is an SEC-registered investment adviser (CRD 292621). Regulatory assets under management: $236.7M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Todd Philip Dagostino | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| Matthew Evan D'Agostino | VICE PRESIDENT | — |
| GRAHAM JEROME ROBERT | CEO; PRESIDENT | — |
| DAGOSTINO TODD PHILIP | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| D'AGOSTINO MATTHEW EVAN | VICE PRESIDENT | — |