Assets Under Management
$206.2M
Number of Clients
71
Number of Advisors
2
Average Client AUM
$2.9M
AUM per Advisor
$103.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy PCG provides financial planning, consulting, and investment management services. Financial planning includes retirement, education, trust & estate, cash flow, insurance, tax, and investment policy statement planning. Investment management is offered on a discretionary or non-discretionary basis, primarily using mutual funds, ETFs, individual securities, and independent managers.
111 Pacifica, Suite 300, Irvine, CA, 92618