# LEGION FINANCIAL ADVISORS

LEGION FINANCIAL ADVISORS of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298521
- Type: SEC-registered investment adviser
- Location: 610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660
- Phone: 9494136942
- Latest filing: 2025-06-20
- Regulatory AUM: $70.7M
- Discretionary AUM: $70.7M
- Clients: 1
- Accounts: 7

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298521/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298521/similar
- Related entities: https://search.stillhousedata.com/firm/298521/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298521

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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.