Legacy Financial Group

Legacy Financial Group (CRD# 115901) is a financial advisory firm headquartered in Torrance, CA. They manage $26,692,049 in 60 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
19191 South Vermont, Suite 100, Torrance, CA 90502
https://www.facebook.com/legfingrpllc
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $444,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, NV, TX

Financial Advisors at Legacy Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Ann Cooper, financial advisor Torrance CA
Ann A. Cooper
CRD#: 6236774
19191 South Vermont, Suite 100, Torrance, CA 90502

Ann Cooper (CRD# 6236774) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 10 years of experience in the finance industry.

2
Matthew Drehs, financial advisor Torrance CA
Matthew J. Drehs
CRD#: 3107541
19191 South Vermont, Suite 100, Torrance, CA 90502

Matthew Drehs (CRD# 3107541) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 20 years of experience in the finance industry.

3
Donald Tanaka, financial advisor Torrance CA
Donald E. Tanaka
CRD#: 4553408
19191 South Vermont, Suite 100, Torrance, CA 90502

Donald Tanaka (CRD# 4553408) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 21 years of experience in the finance industry.

4
Melanie Tanaka, financial advisor Torrance CA
Melanie C. Tanaka
CRD#: 2084929
1919 South Vermont, Suite 100, Torrance, CA 90502

Melanie Tanaka (CRD# 2084929) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 33 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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