LEGACY CAPITAL GROUP CALIFORNIA, INC.

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

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 Status	Approved
Firm CRD#	111436
SEC#	801-69566
Assets Managed by Firm	$444,003,481
No. of Clients	1678
No. of Advisors	18

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 Clients	AUM
Firm Total	1678	$444,003,481
Individuals (other than high net worth individuals)	104	$17,528,620
High net worth individuals	147	$425,559,454

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