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Legacy Advisory Group
Legacy Advisory Group is a state-registered investment adviser in SANTA ANA, CA. It manages approximately $53 million in regulatory assets. The firm has 2...
Legacy Advisory Group
Legacy Advisory Group is a state-registered investment adviser in SANTA ANA, CA. It manages approximately $53 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
Location
Region
North America
Country
United States
City
Santa Ana
Corporate office
Santa Ana, CA, United States
Sector focus
Frequently asked questions
Who founded or leads Legacy Advisory Group?
The firm's principals have not been publicly named in accessible sources. This is common for smaller, privately held wealth management practices that rely on local reputation and referrals rather than institutional marketing, and no regulatory filings identifying named operators were located.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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