Legacy Pcg, LLC
Legacy Pcg, LLC is an SEC-registered ria in Newport, CA with $139.8M assets under management (AUM, regulatory AUM), -32% over one year. See who owns Legacy Pcg, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283909, SEC 801-108057, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $139.8M (2026-03-23)
- Firm type
- Ria
- Location
- Newport, CA
- Employees
- 2
- Clients
- 71
- CRD
- 283909
- Ownership
- PON, CYNTHIA; LUNSFORD, TODD, ERIC; ROMAN, LLC; MGO GROUP, LLC; ROMAN, ROBERTO
How much AUM does Legacy Pcg, LLC have?
Legacy Pcg, LLC reported $139.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Legacy Pcg, LLC?
Disclosed owners and executives of Legacy Pcg, LLC include PON, CYNTHIA, LUNSFORD, TODD, ERIC, ROMAN, LLC, MGO GROUP, LLC, ROMAN, ROBERTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.