LEGACY INVESTMENT SERVICES, LLC

LEGACY INVESTMENT SERVICES, LLC of RANCHO CUCAMONGA, CA is an SEC-registered investment adviser (CRD 144127). Regulatory assets under management: $44.2M.

Registration

• CRD: 144127
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search