LEGACY ADVISORY SERVICES, INC.
CRD #111027 SEC #801-55916 PETALUMA, CA 707-781-6100
SEC Registered
Total AUM
$31.1M
Discretionary
$13.7M
Employees
51
Clients
101
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $31.1M | $13.7M | $17.3M | 51 | -- |
| Mar 2006 | $30.2M | $12.9M | $17.3M | 51 | -- |
| Jul 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| Jun 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| Jun 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| May 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| May 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| May 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| Apr 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| Apr 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| Mar 2004 | $90.1M | $71.4M | $18.6M | 51 | -- |
| Mar 2002 | $51.3M | $20.5M | $30.7M | 51 | -- |
| Aug 2001 | $35.5M | $25.9M | $9.6M | -- | -- |
| Aug 2001 | $35.5M | $25.9M | $9.6M | -- | -- |
| Jul 2001 | $35.5M | $25.9M | $9.6M | -- | -- |
| May 2001 | $35.5M | $25.9M | $9.6M | -- | -- |
DateMar 2007
Total AUM$31.1M
Discretionary$13.7M
Non-Disc.$17.3M
Employees51
Clients--
DateMar 2006
Total AUM$30.2M
Discretionary$12.9M
Non-Disc.$17.3M
Employees51
Clients--
DateJul 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateJun 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateJun 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateMay 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateMay 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateMay 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateApr 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateApr 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateMar 2004
Total AUM$90.1M
Discretionary$71.4M
Non-Disc.$18.6M
Employees51
Clients--
DateMar 2002
Total AUM$51.3M
Discretionary$20.5M
Non-Disc.$30.7M
Employees51
Clients--
DateAug 2001
Total AUM$35.5M
Discretionary$25.9M
Non-Disc.$9.6M
Employees--
Clients--
DateAug 2001
Total AUM$35.5M
Discretionary$25.9M
Non-Disc.$9.6M
Employees--
Clients--
DateJul 2001
Total AUM$35.5M
Discretionary$25.9M
Non-Disc.$9.6M
Employees--
Clients--
DateMay 2001
Total AUM$35.5M
Discretionary$25.9M
Non-Disc.$9.6M
Employees--
Clients--