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Building 2LEGACY CAPITAL GROUP CALIFORNIA, INC.

Map pinLOS GATOS, CA
Phone408-399-6330
NotebookSEC #801-69566
Total AUM
$535.7M
Employees
17
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
459 MONTEREY AVENUE
SUITE 100
LOS GATOS
CA 95030
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
408-399-6330
Other Offices
1

ReceiptFinancials

Total AUM
$535.7M
Accounts
1,763
Discretionary
$535.7M
Accounts
1,763
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
155
AUM
$204.5M
Pooled Vehicle Clients
3
AUM
$11.6M
Pension/Profit Sharing Plan Clients
30
AUM
$79.4M
Charitable Organization Clients
17
AUM
$37.4M
Corporation or Business Clients
26
AUM
$203M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLINTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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