Legacy Wealth Capital, LLC
Legacy Wealth Capital, LLC (CRD# 175197) is a financial advisory firm headquartered in , . They manage $4,500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Wealth Capital, LLC
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$450,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Legacy Wealth Capital, LLC
1
Tony Alarcon (CRD# 2593019) is an Investment Advisor Representative working at Legacy Wealth Capital, LLC in Los Gatos, CA and has over 28 years of experience in the finance industry.
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