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LEGACY PRIVATE CLIENT GROUP, INC.
LEGACY PRIVATE CLIENT GROUP, INC.
KAMAS, Utah
·
1 registered advisor
·
CRD# 159063
SEC# 801-72808
949-207-3243
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 Planning
Investment Management
04
Advisors at LEGACY PRIVATE CLIENT GROUP, INC.
1 registered advisor
Ryan Nicholas Shubin
KAMAS, Utah
CRD# 4367965
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
.