LEGACY FINANCIAL GROUP
Total AUM
$68.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
990 W. 190TH STREET
SUITE 520
TORRANCE
CA 90502
United States
SUITE 520
TORRANCE
CA 90502
United States
Operating Hours
8.00 A.M. - 4:30 P.M. PACIFIC
Monday - Friday
Monday - Friday
Phone
310-756-1700
Financials
Total AUM
$68.7M
Accounts
288Discretionary
$0
Accounts
0Non-Discretionary
$68.7M
Accounts
288
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.