Legacy Private Client Services
Legacy Private Client Services is an SEC-registered wealth manager in Pointe-Claire. Qc with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legacy Private Client Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331736, SEC 801-130906, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Pointe-Claire. Qc
- Employees
- 1
- CRD
- 331736
- Ownership
- ROSEN, LEWIS; Cao, Christine; ROSEN GROUP PRIVATE WEALTH MANAGEMENT LTD.
How much AUM does Legacy Private Client Services have?
Legacy Private Client Services reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Legacy Private Client Services?
Disclosed owners and executives of Legacy Private Client Services include ROSEN, LEWIS, Cao, Christine, ROSEN GROUP PRIVATE WEALTH MANAGEMENT LTD.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.