LEGACY WEALTH ADVISORS, LLC - Financial Advisor in California, San Jose

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

No. of Advisors:

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

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