RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 26, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
DAY, RAYIMANAGING DIRECTORNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
TANAKA, DONALD, ETSUOIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
DAY, RAYIMANAGING MEMBER/CCOE Control
DAY, RAYIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control
TANAKA, MELANIE, CAROLIMANAGING MEMBERE Control

Registrations

Federal

IA
May 26, 2020 REGISTERED

Notice Filings (5)

AZ CA LA TX WA

Address

990 W. 190TH STREET
SUITE 520
TORRANCE, CA 90502
United States
Phone: 310-756-1700