Legacy Pcg, LLC
● SEC registered since 2016CRD 283909SEC# 801-108057Newport, CA
Reg. AUM
$139.8M
Employees
2
Accounts
200
Location
Newport, CA
Legacy Pcg, LLC assets under management
Legacy Pcg, LLC is an investment advisory firm registered with the SEC based in Newport, CA. The firm has been registered since 2016. It reports $139.8 million in regulatory assets under management and employs 2 people.
Legacy Pcg, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mgo Group, LLC Control | Managing Member | Over 75% | 2016 |
| Roberto Roman Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2016 |
| Roman, LLC Control | Member | 10-25% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Pcg, LLC manage?
Legacy Pcg, LLC reports $139.8 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Pcg, LLC have?
Legacy Pcg, LLC reports 2 employees.
Where is Legacy Pcg, LLC located?
Legacy Pcg, LLC is based in Newport, CA and has been SEC-registered since 2016.
Does Legacy Pcg, LLC disclose fund performance?
Legacy Pcg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 888 San Clemente Drive, Suite 400, Newport, CA 92660 |
| Phone | (646) 884-7467 |
| Fax | (646) 514-4404 |
| Office hours | 8:00 a.m. - 3:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1952532 |
| Discloses disciplinary history | No |
Regulatory AUM
$139.8M▼ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$139.8Mregulatory AUM
Discretionary $139.8M