← Back to searchVisit website
LEGACY CONSULTING GROUP
LEGACY CG LLC
CRD 108541 · SEC 801-57457
5340 LEGACY DRIVE, STE 165, PLANO, TX, 75024, United States
Phone
972-599-4750
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$378.6M
Discretionary AUM
$366.3M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $8.9M |
| High net worth individuals | 141 | $348.6M |
| Pension/profit sharing plans | 1 | $5.1M |
| Charitable organizations | 2 | $12.1M |
| Corporations/business entities | 2 | $3.4M |
States served
AR, CO, TX
All web addresses on file
Official SEC filing: View on IAPD