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Building 2LEGACY WEALTH ADVISORS, LLC

Map pinSAN JOSE, CA
Phone(408) 452-7700
NotebookSEC #801-62234
Total AUM
$62.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 GATEWAY PLACE
SUITE 340E
SAN JOSE
CA 95110
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(408) 452-7700

ReceiptFinancials

Total AUM
$62.6M
Accounts
207
Discretionary
$50.5M
Accounts
152
Non-Discretionary
$12.1M
Accounts
55

ContactClients

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None reported

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
CATX

HandshakeAffiliates

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

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