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BRIGHT LEGACY LLC
CRD 318338
15335 FAIRFIELD RANCH ROAD, SUITE 240, CHINO HILLS, CA, 91709, United States
Phone
(213) 376-2255
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.6M
Discretionary AUM
$9.6M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD