Legend Merchant Group, Inc.

Legend Merchant Group, Inc. (CRD# 5155) is a financial advisory firm headquartered in San Francisco, CA. They manage $9,797,152 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,224,644
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Legend Merchant Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard B. Goldstein
CRD#: 851676
100 Bush Street, Suite 428, San Francisco, CA 94104
71
Wealthminder
score

Richard Goldstein (CRD# 851676) is an Investment Advisor Representative working at Legend Merchant Group, Inc. in San Francisco, CA and has over 35 years of experience in the finance industry.

2
David W. Unsworth
CRD#: 1609040
30 Broad Street, 38th Floor, New York, NY 10004
26
Wealthminder
score

David Unsworth (CRD# 1609040) is an Investment Advisor Representative working at Legend Merchant Group, Inc. in New York, NY and has over 30 years of experience in the finance industry.

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