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Building 2LEGACY PCG, LLC

Map pinNEWPORT, CA
Phone(646) 884-7467
NotebookSEC #801-108057
Total AUM
$139.8M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 SAN CLEMENTE DRIVE
SUITE 400
NEWPORT
CA 92660
United States
Operating Hours
8:00 AM - 3:30 PM
Monday - Friday
Phone
(646) 884-7467
Other Offices
1

ReceiptFinancials

Total AUM
$139.8M
Accounts
200
Discretionary
$139.8M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$13.2M
HNW Individual Clients
33
AUM
$117.6M
Charitable Organization Clients
1
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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