THE LEGACY GROUP, LTD.
CRD #120972 SEC #801-61268 SALEM, OR 503-581-6020
SEC Registered
Total AUM
$50M
Discretionary
$50M
Employees
5
Clients
51
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2005 | $50M | $50M | $0 | 5 | -- |
| Feb 2005 | $50M | $50M | $0 | 5 | -- |
| Jan 2005 | $50M | $50M | $0 | 5 | -- |
| Mar 2004 | $50M | $50M | $0 | 5 | -- |
DateJun 2005
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--