LEGACY FINANCIAL GROUP, LLC
Legal name: LEGACY FINANCIAL GROUP
CRD #115901 SEC #801-113145 TORRANCE, CA 310-756-1700
SEC Registered
Total AUM
$75.4M
Discretionary
$12.8M
Employees
9
Clients
1
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $75.4M | $12.8M | $62.5M | 9 | 0 |
| May 2020 | $75.4M | $12.8M | $62.5M | 9 | 0 |
| May 2020 | $75.4M | $12.8M | $62.5M | 9 | 0 |
| Apr 2020 | $75.4M | $12.8M | $62.5M | 6 | 0 |
| Mar 2020 | $75.4M | $12.8M | $62.5M | 6 | 0 |
| Jan 2020 | $75.4M | $12.8M | $62.5M | 6 | 0 |
| Mar 2019 | $98.3M | $10M | $88.4M | 7 | 0 |
| Nov 2018 | $114.7M | $7.5M | $107.2M | 7 | 1 |
| Apr 2018 | $114.7M | $7.5M | $107.2M | 7 | 1 |
| Jun 2012 | $68.7M | $0 | $68.7M | 1 | 1 |
| Apr 2012 | $68.7M | $0 | $68.7M | 1 | 1 |
| Mar 2012 | $68.7M | $0 | $68.7M | 1 | 1 |
| Jun 2011 | $72.1M | $0 | $72.1M | 5 | -- |
| Mar 2011 | $72.1M | $0 | $72.1M | 5 | -- |
| Feb 2009 | $58.3M | $0 | $58.3M | 5 | -- |
| Mar 2007 | $88M | $0 | $88M | 5 | -- |
| Nov 2005 | $77M | $0 | $77M | 5 | -- |
| Feb 2005 | $77M | $0 | $77M | 5 | -- |
| Oct 2001 | $0 | $0 | $0 | 5 | -- |
DateMay 2020
Total AUM$75.4M
Discretionary$12.8M
Non-Disc.$62.5M
Employees9
Clients0
DateMay 2020
Total AUM$75.4M
Discretionary$12.8M
Non-Disc.$62.5M
Employees9
Clients0
DateMay 2020
Total AUM$75.4M
Discretionary$12.8M
Non-Disc.$62.5M
Employees9
Clients0
DateApr 2020
Total AUM$75.4M
Discretionary$12.8M
Non-Disc.$62.5M
Employees6
Clients0
DateMar 2020
Total AUM$75.4M
Discretionary$12.8M
Non-Disc.$62.5M
Employees6
Clients0
DateJan 2020
Total AUM$75.4M
Discretionary$12.8M
Non-Disc.$62.5M
Employees6
Clients0
DateMar 2019
Total AUM$98.3M
Discretionary$10M
Non-Disc.$88.4M
Employees7
Clients0
DateNov 2018
Total AUM$114.7M
Discretionary$7.5M
Non-Disc.$107.2M
Employees7
Clients1
DateApr 2018
Total AUM$114.7M
Discretionary$7.5M
Non-Disc.$107.2M
Employees7
Clients1
DateJun 2012
Total AUM$68.7M
Discretionary$0
Non-Disc.$68.7M
Employees1
Clients1
DateApr 2012
Total AUM$68.7M
Discretionary$0
Non-Disc.$68.7M
Employees1
Clients1
DateMar 2012
Total AUM$68.7M
Discretionary$0
Non-Disc.$68.7M
Employees1
Clients1
DateJun 2011
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateMar 2011
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateFeb 2009
Total AUM$58.3M
Discretionary$0
Non-Disc.$58.3M
Employees5
Clients--
DateMar 2007
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateNov 2005
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees5
Clients--
DateFeb 2005
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees5
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--