Legacy Private Client Group, Inc.
Legacy Private Client Group, Inc. (CRD# 159063) is a financial advisory firm headquartered in Kamas, UT. They manage $36,573,762 in 204 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$179,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ryan Shubin (CRD# 4367965) is an Investment Advisor Representative working at Legacy Private Client Group, Inc. in Newport Beach, CA and has over 16 years of experience in the finance industry.