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LEGACY FINANCIAL GROUP
LEGACY FINANCIAL GROUP, LLC
CRD 115901 · SEC 801-113145
19191 SOUTH VERMONT, SUITE 100, TORRANCE, CA, 90502, United States
Phone
310-756-1700
Fax
310-756-1710
Registration
— (—)
Source
State registered
Total AUM
$20.1M
Discretionary AUM
$17.2M
Team
7 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $3.6M |
| High net worth individuals | 10 | $16.5M |
All web addresses on file
Official SEC filing: View on IAPD