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LEGACY CAPITAL GROUP CALIFORNIA, INC.

459 Monterey Avenue
Suite 100
Los Gatos, California 95030
Tel: 408-399-6330

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About LEGACY CAPITAL GROUP CALIFORNIA, INC.

LEGACY CAPITAL GROUP CALIFORNIA, INC, formally registered with the SEC as LEGACY CAPITAL GROUP CALIFORNIA, INC. The firm was established in 09/10/2008. They have over 2 offices throughout the country.

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a Los Gatos, California based Financial Planning firm with nearly $444,003,481 assets under management, offering retirement planning & investment advisory services to 1678 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111436
SEC#801-69566
Assets Managed by Firm$444,003,481
No. of Clients1678
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Other (REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1678$444,003,481
Individuals (other than high net worth individuals)104$17,528,620
High net worth individuals147$425,559,454

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