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LEGACY ADVISORY GROUP, INC
CRD 328470
1932 E DEERE AVE, STE 220, SANTA ANA, CA, 92705, United States
Phone
949-825-6031
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$53.2M
Discretionary AUM
$53.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $15.3M |
| High net worth individuals | 24 | $32.8M |
| Corporations/business entities | 4 | $5.2M |
Official SEC filing: View on IAPD