Legacy Capital Group California, Inc.

Legacy Capital Group California, Inc. (CRD# 111436) is a financial advisory firm headquartered in Los Gatos, CA. They manage $424,110,455 in 1,867 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
459 Monterey Avenue, Suite 100, Los Gatos, CA 95030
https://www.linkedin.com/company/legacy-capital-group-california-b6a6b2147/
By the Numbers
  • Total Assets Under Management
    424
    MILLION
  • Total Number of Accounts
    1,867
    ACCOUNTS
  • Average Account Value
    $227,161
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IN, TX, WA

Financial Advisors at Legacy Capital Group California, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard Baer, financial advisor Los Gatos CA
Richard E. Baer
CRD#: 848798
459 Monterey Ave, Suite 100, Los Gatos, CA 95030

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.

2
Brent Bunger, financial advisor Los Gatos CA
Brent C. Bunger
CRD#: 1488149
459 Monterey Ave, Suite 100, Los Gatos, CA 95030

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.

3
Sean Buxton, financial advisor Los Gatos CA
Sean O. Buxton
CRD#: 4697339
459 Monterey Ave, Los Gatos, CA 95030

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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