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LEGACY PCG, LLC

CRD 283909 · SEC 801-108057

Visit website

888 SAN CLEMENTE DRIVE, SUITE 400, NEWPORT, CA, 92660, United States

Phone

(646) 884-7467

Fax

(646) 514-4404

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$139.8M

Discretionary AUM

$139.8M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals38$13.2M
High net worth individuals33$117.6M

States served

CA, NY, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD