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LEGACY PRIVATE CLIENT SERVICES

Other · POINTE-CLAIRE. QC, Canada

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • LEGACY PRIVATE CLIENT SERVICES is a other based in POINTE-CLAIRE. QC, Canada.

Registered with the SEC

Form ADV · 2026-04 · CRD 331736
Regulatory AUM
Private fund assets
Private funds
Staff
3
Registered office
POINTE-CLAIRE. QC
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for LEGACY PRIVATE CLIENT SERVICES are on record yet. Positions surface from round participations, filings, and coverage.

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