LEGACY PARTNERS, LLC

1999 Avenue Of The Stars
Suite 3150
Los Angeles, California 90067
Tel: 424-777-0776

About LEGACY PARTNERS, LLC

LEGACY PARTNERS, LLC, formally registered with the SEC as LEGACY PARTNERS, LLC. The firm was established in 10/28/2011. They have over 1 offices throughout the country.

LEGACY PARTNERS, LLC is a Los Angeles, California based Financial Planning firm with nearly $729,496,581 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159473
SEC#	801-72850
Assets Managed by Firm	$729,496,581
No. of Clients	9
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$729,496,581

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