Legacy Wealth Capital, LLC

Legacy Wealth Capital, LLC (CRD# 175197) is a financial advisory firm headquartered in , . They manage $13,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,166,667
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legacy Wealth Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tony L. Alarcon
CRD#: 2593019
Los Gatos, CA
73
Wealthminder
score

Tony Alarcon (CRD# 2593019) is an Investment Advisor Representative working at Legacy Wealth Capital, LLC in Los Gatos, CA and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.