LEGACY CAPITAL GROUP CALIFORNIA, INC.

LEGACY CAPITAL GROUP CALIFORNIA, INC. of LOS GATOS, CA is an SEC-registered investment adviser (CRD 111436). Regulatory assets under management: $535.7M.

Registration

Business model

Compensation: % of AUM, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (11)

NameRoleLocation
Lonny Scott ElfenbeinCHIEF COMPLIANCE OFFICER
Richard Evan BaerCHAIRMAN OF THE BOARD
Brent Charles BungerPRESIDENT
Andrew Michael BaughCFO & CIO; CIO
Kim Ann LawsonCOO
LAWSON KIM ANNCOO
PATTON KEVIN JASONCHIEF COMPLIANCE OFFICER
BAUGH ANDREW MICHAELCEO,CHIEF COMPLIANCE OFFICER; CIO; CIO, CHIEF COMPLIANCE OFFICER
BAER RICHARD EVANCHAIRMAN OF THE BOARD
BUNGER BRENT CHARLESPRESIDENT
Elfenbein Lonny ScottCHIEF COMPLIANCE OFFICER

Branch offices (1)

CityStateEmployeesPhone
14083996330

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