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Building 2LEGACY WEALTH ADVISORS, LLC

Map pinSAN JOSE, CA
Phone(408) 452-7700
NotebookSEC #801-119518
Total AUM
$178.3M
Employees
6
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 GATEWAY PLACE
SUITE 600W
SAN JOSE
CA 95110
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(408) 452-7700
Other Offices
1

ReceiptFinancials

Total AUM
$178.3M
Accounts
210
Discretionary
$168.4M
Accounts
184
Non-Discretionary
$10M
Accounts
26

ContactClients

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Individual Clients
16
AUM
$6.4M
HNW Individual Clients
46
AUM
$168M
Other Clients
1
AUM
$3.9M
Description of Other Clients
MEDICAL ORGANIZATIONS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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