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ATTIVO LEGACY ADVISORS, LLC
CRD 109195 · SEC 801-55305
4740 GREEN RIVER RD., STE 104, CORONA, CA, 92878, United States
Phone
877-835-1050
Fax
951-226-1701
Registration
— (—)
Source
State registered
Total AUM
$10.0M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $9.0M |
| High net worth individuals | 3 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD