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Building 2LEGACY PRIVATE CLIENT GROUP, INC.

Map pinKAMAS, UT
Phone949-207-3243
NotebookSEC #801-72808
Total AUM
$36.6M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 NORTH MAIN STREET
SUITE A
KAMAS
UT 84036
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
949-207-3243

ReceiptFinancials

Total AUM
$36.6M
Accounts
204
Discretionary
$36.6M
Accounts
204
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Cause of Denial/Suspension
State Registrations
CAUT

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

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