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LEGACY FINANCIAL GROUP, LLC
LEGACY FINANCIAL GROUP, LLC
LEGACY FINANCIAL GROUP
TORRANCE, California
·
3 registered advisors
·
CRD# 115901
SEC# 801-113145
0
310-756-1700
01
Firm Overview
AUM
$75M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEGACY FINANCIAL GROUP, LLC
3 registered advisors
Donald Etsuo Tanaka
TORRANCE, California
CRD# 4553408
Melanie Carol Tanaka
TORRANCE, California
CRD# 2084929
Ray Day
TORRANCE, California
CRD# 1085188
05
Office Locations
TORRANCE, California
3 advisors
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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL GROUP, LLC (CRD# 115901) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.