LEGACY CAPITAL GROUP CALIFORNIA, INC. - Financial Advisor in California, Los Gatos

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

About 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

Firm CRD#:

111436

Firm SEC#:

801-69566

Assets Under Management:

$444,003,481

No. of Clients:

1678

No. of Advisors:

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 FEES)

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