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Legacy Private Client Services Logo
Legacy Private Client Services CB Rank
605117
Heat Score
55
Legacy Private Client Services is a financial consulting firm that offers insurance, income planning, investment, and advisory services.
Founded
obfuscation
Private Raleigh, North Carolina, United States1-10 www.legacypcs.net
Angel Investment
Consulting
Finance
Financial Services
Life Insurance
Overview

Legacy Private Client Services
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Legacy Private Client Services

CB Rank
605117
Legacy Private Client Services is a financial consulting firm that offers insurance, income planning, investment, and advisory services.
Founded
obfuscation
Private Raleigh, North Carolina, United States1-10 www.legacypcs.net
Angel Investment
Consulting
Finance
Financial Services
Life Insurance

Key People

Details

Legal Name Legacy Private Client Services LLC
Also Known As LegacyPCS
Operating Status Active
Company Type For Profit
Phone Number +1-919-841-0640
Predictions & Insights

Products & Services

Financial Consulting Services
Provides comprehensive financial planning and advisory services tailored to high net worth individuals, executives, and entrepreneurs to optimize wealth management and legacy planning.
Impact Report
A preliminary assessment tool that evaluates the potential benefits and enhancements of a financial advisory relationship before engagement.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

245

IT Spend

$84KThis year, Legacy Private Client Services is projected to spend $84K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Chat Tool Logo
Chat Tool
80
Bike to Work Day Logo
Bike to Work Day
77
Commuting Logo
Commuting
77

Active Website Tech Count

33Legacy Private Client Services is actively using 33 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Private Client Services's headquarters? Legacy Private Client Services is located in Raleigh, North Carolina, United States.Who are Legacy Private Client Services's competitors? Alternatives and possible competitors to Legacy Private Client Services may include Creative Planning, Rockefeller Capital Management, and  Cresset.
Who We Are
What We Do
Helpful Links
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