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LEGACY CG LLC

Doing business as LEGACY CONSULTING GROUP. SEC Form ADV profile.

Total regulatory AUM
$378,648,551
Discretionary
$366,255,649
Non-discretionary
$12,392,902

Firm details

CRD number
108541
SEC file number
801-57457
Main office
PLANO, TX, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.