YGC Wealth

Overview

YGC Wealth is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee model is flexible and includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The adviser does not present itself as a capital allocator and does not list pension consulting or multi-state adviser status. It is not identified as an active ESG investor and is not described as part of a related-adviser structure. Registration timing on the public snapshot is not specified.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices