Transcription of Western Asset Form ADV — Part 2 - Private Banking for ...
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Western Asset Form ADV — Part 2 - Private Banking for ...
June 25, 2020 This PDF contains the following documents: Document I - form CRS (Customer Relationship Summary) of Legg Mason Private Portfolio Group, LLC form CRS (Customer Relationship Summary) of ClearBridge Investments, LLC form CRS (Customer Relationship Summary) of Western Asset Management Company, LLC Document II - Important Notice Concerning the Pending Acquisition of Legg Mason, Inc. by Franklin Resources, Inc. Document III - form ADV Disclosure Brochure of Legg Mason Private Portfolio Group, LLC, ClearBridge Investments, LLC and Western Asset Management Company, LLC Document I Legg Mason Private Portfolio Group, LLC form CRS (Customer Relationship Summary) ClearBridge Investments, LLC form CRS (Customer Relationship Summary) Western Asset Management Company, LLC form CRS (Customer Relationship Summary) Legg Mason Private Portfolio Group, LLC ( LMPPG ) Customer Relationship Summary ( CRS ) - May 26, 2020 Introduction LMPPG is registered with the Securities and Exchange Commission as an investment adviser.
ADV Part 2 June 30, 2018 Item 4. Advisory Business Western Asset 3 Item 4. Advisory Business Western Asset Management is a global asset management firm comprised of six legal entities that operate as part of Western
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