YCG, LLC

3207 Ranch Road 620 South
Suite 200
Austin, Texas 78738
Tel: 512-505-2347

About YCG, LLC

YCG, LLC, formally registered with the SEC as YCG, LLC. The firm was established in 12/14/2007. They have over 1 offices throughout the country.

YCG, LLC is a Austin, Texas based Financial Planning firm with nearly $1,416,074,478 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145769
SEC#	801-68621
Assets Managed by Firm	$1,416,074,478
No. of Clients	243
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	243	$1,416,074,478
Individuals (other than high net worth individuals)	54	$11,723,597
High net worth individuals	178	$757,103,106
Charitable organizations	4	$60,895,254
Corporations or other businesses	6	$64,542,511

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