Investment adviser · CRD 159063

LEGACY PRIVATE CLIENT GROUP, INC.

Investment adviser filing (IA)

KAMAS, UT, United States · Form ADV filed Jul 13, 2017

Regulatory AUM
$36.6M
Form ADV · Item 5.F
Client accounts
204
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 13, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30 NORTH MAIN STREET, SUITE A
KAMAS, UT, 84036, United States

CRD 159063

Filing source

Form ADV 1127435 · Jul 13, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.