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LEGACY CAPITAL GROUP CALIFORNIA, INC.

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

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LEGACY CAPITAL GROUP CALIFORNIA, INC.

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a Los Gatos, California based financial advisory firm with nearly $444,003,481 in assets under management and provides investment advisory services for 1678 clients. There are currently 18 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Fixed fees, Commission Based, Other (REFERRAL FEE

Firm CRD#:

111436

SEC#:

801-69566

No. of Clients:

1678

Assets under Management

$444,003,481

No. of Advisors:

18

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