# Legacy Investment Services, LLC

Legacy Investment Services, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://legacyinvestmentservices.com
- **LinkedIn:** https://www.linkedin.com/company/legacy-investment-services-llc

## Regulatory record

- **CRD number:** 144127
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144127

## About

Legacy Investment Services, LLC is a state-registered investment adviser in Rancho Cucamonga, CA. The firm manages approximately $44 million in regulatory assets. It has 9 employees and 4 investment advisers.

## Questions

### Who controls Legacy Investment Services, LLC?

The principals and controlling family behind Legacy Investment Services, LLC are not publicly identified. No names or titles have appeared in any open-source document, press release, or regulatory filing.

### What is the AUM of Legacy Investment Services, LLC?

Legacy Investment Services, LLC does not publicly disclose its assets under management. No credible estimate has been established from external sources.

### Where is Legacy Investment Services, LLC based?

The headquarters location of Legacy Investment Services, LLC has not been confirmed. No office address, city, or country has been found in public records.

### What investment strategy does Legacy Investment Services, LLC follow?

There is no public information on the investment strategy, asset-class mix, or stage preferences of Legacy Investment Services, LLC. The firm has not disclosed any portfolio holdings or sector focus.

### How did Legacy Investment Services, LLC generate its wealth?

The source of wealth for Legacy Investment Services, LLC is not disclosed. The firm does not publicly attribute its capital to any specific industry or family branch.

## Related profiles

- [MILLER PREMIER INVESTMENT PLANNING LLC](https://altss.com/profile/miller-premier-investment-planning-llc)
- [Lockton Investment Advisors](https://altss.com/profile/lockton-investment-advisors-llc)

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Last updated: 2026-07-06T01:24:20.164Z

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