YCG Investments, based in Austin, Texas, is ranked No. 77 on this year’s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.3 billion
Accounts Under Management: 260
Years in Business: 19
- Accepts clients in all 50 states
- Physical offices in Texas
- $1 million minimum asset threshold
Leadership and Contact Information:
Brian Yacktman, founder & chief investment officer
Will Kruger, chief executive officer
Elliott Savage, lead portfolio manager
ycgwealth.com
3207 Ranch Road S, Suite 200, Austin, TX 78738
(512) 505-2347
