LEGACY CG LLC of PLANO, TX is an SEC-registered investment adviser (CRD 108541). Regulatory assets under management: $378.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Steven Gregg Wachs | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Roger Alan Shake | TRUSTEE; VP/SEC/TREAS. | — |
| Matthew Peter Quinn | MEMBER | — |
| Jennifer Katharine Boling | MEMBER | — |
| Jennifer Young Schmitt | TRUSTEE | — |
| WACHS STEVEN GREGG | PRESIDENT; PRESIDENT, CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SHAKE ROGER ALAN | TRUSTEE; VP/SEC/TREAS. | — |
| BOLING JENNIFER KATHARINE | MEMBER | — |
| QUINN MATTHEW PETER | MEMBER | — |
| SCHMITT JENNIFER YOUNG | TRUSTEE | — |