LEGACY INVESTMENT SERVICES, LLC

CRD 144127

8667 HAVEN AVE, SUITE 200, RANCHO CUCAMONGA, CA, 91730, United States

Phone

909-948-0700

Fax

909-641-7054

Registration

— (—)

Source

State registered

Total AUM

$44.2M

Discretionary AUM

Team

4 total employees; 4 advisory reps; 1600 broker-dealer reps

Clients

—

Fees

Percentage of AUM; REFERRAL FEES/PENSION CONSULTING FEES

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	277	$44.2M

Official SEC filing: View on IAPD