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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 15, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEBLANC, RONALD, WESTON | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| LEBLANC, RONALD, WESTON | I | PRINCIPAL | E | Control |
| LEBLANC, RONALD, WESTON | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| LEBLANC, RONALD, WESTON | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| LEBLANC, RONALD, WESTON | I | PRINCIPAL | E | Control |
Registrations
Federal
IA
Jun 15, 2005 REGISTERED
Notice Filings (2)
OR WA
Address
2720 COMMERCIAL STREET SESUITE 260
SALEM, OR 97302
USA
Phone: 503-581-6020