LEGACY WEALTH PARTNERS INC.

CALABASAS, California·1 registered advisor·CRD# 285031
SEC# 801-1083700818-995-7733
01

Firm Overview

AUM
$228M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY WEALTH PARTNERS INC.

1 registered advisor
Bradley Andrew Levin
CALABASAS, California
05

Office Locations

CALABASAS, California
1 advisor

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Data sourced from SEC Form ADV filings. LEGACY WEALTH PARTNERS INC. (CRD# 285031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.