Advisors at this firm
Matthew D
Series 63, Series 65
Thousand Oaks, CA
Your Private Client Group, Inc.
Matthew D'agostino is a financial advisor at Your Private Client Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC, AssetMark, and AssetMark Financial Holdings, Inc. from 2016 to 2024 before joining his current firm. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach based on modern portfolio theory and various analytical methods, managing accounts through the AssetMark platform.
Todd D
Series 63, Series 65
Huntington Beach, CA
Your Private Client Group, Inc.
Todd Dagostino is a financial advisor with Your Private Client Group, Inc. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Your Private Client Group since 2018 and has been associated with AssetMark Financial, Inc. and AssetMark Brokerage, LLC since 2014. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm emphasizes a long-term trading approach using modern portfolio theory and various analytical methods, directing client accounts to the AssetMark platform for management and trade execution.
