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Building 2LEGACY WEALTH PARTNERS INC.

Map pinCALABASAS, CA
Phone818-995-7733
NotebookSEC #801-108370
Total AUM
$227.7M
Employees
4
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 PARK GRANADA
SUITE 201
CALABASAS
CA 91302
United States
Operating Hours
8:30 AM - 5:00 PM M-TH 8:30 AM - 3:00 PM F
Monday - Friday
Phone
818-995-7733

ReceiptFinancials

Total AUM
$227.7M
Accounts
738
Discretionary
$227.7M
Accounts
738
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$108.8M
HNW Individual Clients
61
AUM
$109.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
8
AUM
$9.7M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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