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Brent Charles Bunger

LEGACY CAPITAL GROUP CALIFORNIA, INC.·LOS GATOS, California
Unclaimed Profile
459 MONTEREY AVENUE, LOS GATOS, CA 95030CRD# 1488149Firm CRD# 111436
01

About

Brent Charles Bunger is a registered financial advisor based in LOS GATOS, California, affiliated with LEGACY CAPITAL GROUP CALIFORNIA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY CAPITAL GROUP CALIFORNIA, INC.
LEGACY CAPITAL GROUP CALIFORNIA, INC.
AUM
$444M
Regulatory assets under management
Employees
18
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 1488149
Firm CRD# 111436
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brent Charles Bunger offer?
Brent Charles Bunger specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS GATOS, California for a consultation.
What are Brent Charles Bunger's credentials?
Brent Charles Bunger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Charles Bunger located?
Brent Charles Bunger is based in LOS GATOS, California, working with LEGACY CAPITAL GROUP CALIFORNIA, INC.. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Brent Charles Bunger charge for services?
Brent Charles Bunger's firm is compensated through percentage of aum, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY CAPITAL GROUP CALIFORNIA, INC.?
LEGACY CAPITAL GROUP CALIFORNIA, INC. has approximately 18 employees and manages $444M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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