LEGACY WEALTH PARTNERS INC.
LEGACY WEALTH PARTNERS INC. of CALABASAS, CA is an SEC-registered investment adviser (CRD 285031). Regulatory assets under management: $227.7M.
Registration
- CRD: 285031
- SEC file number: 801-108370
- Type: Registered investment adviser
- Location: 4500 PARK GRANADA, SUITE 201, CALABASAS, CA, 91302
- Phone: 818-995-7733
- Latest filing: 2021-03-29
- Regulatory AUM: $227.7M
- Discretionary AUM: $227.7M
- Clients: 4
- Accounts: 738
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| LEVIN JOHN ANDREW | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Oakes Ryan Christopher | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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