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 1 states (or territories).
Current Firm Details
Legacy Private Client Group, Inc.
By the Numbers
-
Total Assets Under Management37MILLION
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$179,283
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Legacy Private Client Group, Inc.
No Advisor Found.
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