ATTIVO LEGACY ADVISORS, LLC

ATTIVO LEGACY ADVISORS, LLC of CORONA, CA is an SEC-registered investment adviser (CRD 109195). Regulatory assets under management: $10.0M.

Registration

• CRD: 109195
• SEC file number: 801-55305
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109195 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search