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LEGACY WEALTH ADVISORS, LLC

Tel: (408) 452-7700
2001 Gateway Place
Suite 600w
San Jose, California  95110

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LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC is a San Jose, California based financial advisory firm with nearly $121,965,576 in assets under management and provides investment advisory services for 189 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

127758

SEC#:

801-119518

No. of Clients:

189

Assets under Management

$121,965,576

No. of Advisors:

7

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