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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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