LEGACY PRIVATE CLIENT GROUP, INC.

KAMAS, Utah·1 registered advisor·CRD# 159063
SEC# 801-72808949-207-3243
01

Firm Overview

AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY PRIVATE CLIENT GROUP, INC.

1 registered advisor
Ryan Nicholas Shubin
KAMAS, Utah
05

Office Locations

KAMAS, Utah
1 advisor

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Data sourced from SEC Form ADV filings. LEGACY PRIVATE CLIENT GROUP, INC. (CRD# 159063) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.