459 Monterey Avenue
Suite 100
Los Gatos, California 95030
Tel: 408-399-6330
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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