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Building 2LEGACY ADVISORY SERVICES, INC.

Map pinPETALUMA, CA
Phone707-781-6100
NotebookSEC #801-55916
Total AUM
$31.1M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2090 MARINA AVENUE
BOX 6030
PETALUMA
CA 94954-6030
USA
Operating Hours
7:00 AM TO 5:00 PM PST
Monday - Friday
Phone
707-781-6100

ReceiptFinancials

Total AUM
$31.1M
Accounts
130
Discretionary
$13.7M
Accounts
23
Non-Discretionary
$17.3M
Accounts
107

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
ARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTXUTVAWAWI

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

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