# LEGACY INVESTMENT SERVICES, LLC

LEGACY INVESTMENT SERVICES, LLC of RANCHO CUCAMONGA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 144127
- Type: SEC-registered investment adviser
- Location: 8667 HAVEN AVE, RANCHO CUCAMONGA, CA, 91730
- Phone: 909-948-0700
- Latest filing: 2026-07-15
- Regulatory AUM: $44.2M
- Non-discretionary AUM: $44.2M
- Clients: 9
- Accounts: 277

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144127/similar
- Related entities: https://search.stillhousedata.com/firm/144127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144127

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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.