Legacy Capital Group California, Inc.
Legacy Capital Group California, Inc. (CRD# 111436) is a financial advisory firm headquartered in Los Gatos, CA. They manage $444,003,481 in 1,678 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management444MILLION
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Total Number of Accounts1,678ACCOUNTS
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Average Account Value$264,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, IN, TX, WA
Richard Baer (CRD# 848798) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 29 years of experience in the finance industry.
Brent Bunger (CRD# 1488149) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 22 years of experience in the finance industry.
Sean Buxton (CRD# 4697339) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.