LEGACY PRIVATE CLIENT GROUP, INC.
CRD #159063 SEC #801-72808 KAMAS, UT 949-207-3243
SEC Registered Disclosures
Total AUM
$35.4M
Discretionary
$35.4M
Employees
1
Clients
0
Accounts
204
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $36.6M | $36.6M | $0 | 1 | 26 |
| Jul 2017 | $36.6M | $36.6M | $0 | 1 | 26 |
| Jun 2017 | $35.4M | $35.4M | $0 | 1 | 26 |
| Jun 2017 | $35.4M | $35.4M | $0 | 1 | 26 |
| May 2017 | $35.4M | $35.4M | $0 | 1 | 26 |
| Mar 2017 | $35.4M | $35.4M | $0 | 1 | 26 |
| Mar 2017 | $110.5M | $98.4M | $12.1M | 1 | 26 |
| Apr 2016 | $110.5M | $98.4M | $12.1M | 4 | 26 |
| Feb 2016 | $110.5M | $98.4M | $12.1M | 4 | 26 |
| Dec 2015 | $101.2M | $100.3M | $979.9K | 3 | 26 |
| Oct 2015 | $101.2M | $100.3M | $979.9K | 3 | 26 |
| Mar 2015 | $101.2M | $100.3M | $979.9K | 3 | 26 |
| Mar 2014 | $103.5M | $6.1M | $97.4M | 2 | 200 |
| Dec 2013 | $102.5M | $5.6M | $96.8M | 2 | 200 |
| Mar 2013 | $102.5M | $5.6M | $96.8M | 2 | 200 |
| Sep 2012 | $92M | $4M | $88.1M | 1 | 200 |
| Sep 2012 | $92M | $4M | $88.1M | 1 | 200 |
| Mar 2012 | $92M | $4M | $88.1M | 1 | 200 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateJul 2017
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees1
Clients26
DateJul 2017
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees1
Clients26
DateJun 2017
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees1
Clients26
DateJun 2017
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees1
Clients26
DateMay 2017
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$110.5M
Discretionary$98.4M
Non-Disc.$12.1M
Employees1
Clients26
DateApr 2016
Total AUM$110.5M
Discretionary$98.4M
Non-Disc.$12.1M
Employees4
Clients26
DateFeb 2016
Total AUM$110.5M
Discretionary$98.4M
Non-Disc.$12.1M
Employees4
Clients26
DateDec 2015
Total AUM$101.2M
Discretionary$100.3M
Non-Disc.$979.9K
Employees3
Clients26
DateOct 2015
Total AUM$101.2M
Discretionary$100.3M
Non-Disc.$979.9K
Employees3
Clients26
DateMar 2015
Total AUM$101.2M
Discretionary$100.3M
Non-Disc.$979.9K
Employees3
Clients26
DateMar 2014
Total AUM$103.5M
Discretionary$6.1M
Non-Disc.$97.4M
Employees2
Clients200
DateDec 2013
Total AUM$102.5M
Discretionary$5.6M
Non-Disc.$96.8M
Employees2
Clients200
DateMar 2013
Total AUM$102.5M
Discretionary$5.6M
Non-Disc.$96.8M
Employees2
Clients200
DateSep 2012
Total AUM$92M
Discretionary$4M
Non-Disc.$88.1M
Employees1
Clients200
DateSep 2012
Total AUM$92M
Discretionary$4M
Non-Disc.$88.1M
Employees1
Clients200
DateMar 2012
Total AUM$92M
Discretionary$4M
Non-Disc.$88.1M
Employees1
Clients200
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0