LEGACY WEALTH ADVISORS, LLC
Tel: (408) 452-7700 2001 Gateway Place Suite 600w San Jose, California 95110
About 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
Firm CRD#:
127758
Firm SEC#:
801-119518
Assets Under Management:
$121,965,576
No. of Clients:
189
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
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