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Building 2LEGACY FINANCIAL GROUP

Map pinTORRANCE, CA
Phone310-756-1700
NotebookSEC #801-113145
Total AUM
$75.4M
Employees
9
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
990 W. 190TH STREET
SUITE 520
TORRANCE
CA 90502
United States
Operating Hours
8.00 AM - 4:30 PM PACIFIC
Monday - Friday
Phone
310-756-1700

ReceiptFinancials

Total AUM
$75.4M
Accounts
189
Discretionary
$12.8M
Accounts
29
Non-Discretionary
$62.5M
Accounts
160

ContactClients

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Individual Clients
174
AUM
$48.8M
HNW Individual Clients
15
AUM
$26.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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