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Building 2LEGACY FINANCIAL GROUP

Map pinTORRANCE, CA
Phone310-756-1700
NotebookSEC #801-60680
Total AUM
$68.7M
Employees
3
Clients
0

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 A.M. - 4:30 P.M. PACIFIC
Monday - Friday
Phone
310-756-1700

ReceiptFinancials

Total AUM
$68.7M
Accounts
288
Discretionary
$0
Accounts
0
Non-Discretionary
$68.7M
Accounts
288

ContactClients

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None reported

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
CATX

HandshakeAffiliates

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

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