Legacy Pcg, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 283909
- Registered since
- July 6, 2016
- Website
- mgoprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.12%
- Individuals9.46%
- Charitable Organizations6.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Pcg, LLC is an independent registered investment adviser formed in 2016 and organized as an LLC. The firm serves primarily individuals and families, offering financial planning and portfolio management for both personal and small-business clients, along with pension consulting and third-party adviser selection. It operates as a capital allocator, meaning it places client assets with outside managers in addition to managing portfolios directly. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Roberto Roman
CEO & Managing DirectorCRD 4609381
Contacts
1 of 1
Casey Blout
Junior Financial AdvisorCRD 7151241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$20.3M in ETFs
98%
$19.8M
2%
$447K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5.8M | 8,158 | 28.56% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 888 San Clemente Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Procore Advisors, LLC
RIANewport Beach, CA
Crystal Cove Asset Management
RIANewport Beach, CA
Sidoxia Capital Management, LLC
RIANewport Beach, CA
Banta Asset Management LP
RIANewport Beach, CA
Pacific Specialty Investment Group, LLC
RIANewport Beach, CA
Fell Capital Management
RIANewport Beach, CA