# ATTIVO LEGACY ADVISORS, LLC

ATTIVO LEGACY ADVISORS, LLC of CORONA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109195
- Type: SEC-registered investment adviser
- SEC file number: 801-55305
- Location: 4740 GREEN RIVER RD., STE 104, CORONA, CA, 92878
- Phone: 877-835-1050
- Latest filing: 2026-04-01
- Regulatory AUM: $10.0M
- Non-discretionary AUM: $10.0M
- Clients: 4
- Accounts: 100

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MERCURI FRANK | PRESIDENT | — |
| MCKEE JAMES ANTHONY | PRESIDENT | — |
| BISHOP SHAWNETTE PATRICE | FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109195/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109195/similar
- Related entities: https://search.stillhousedata.com/firm/109195/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109195

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.