LEGACY ADVISORY GROUP, INC

LEGACY ADVISORY GROUP, INC of SANTA ANA, CA is an SEC-registered investment adviser (CRD 328470). Regulatory assets under management: $53.2M.

Registration

• CRD: 328470
• Type: Registered investment adviser
• Location: 1932 E DEERE AVE, SANTA ANA, CA, 92705
• Phone: 949-825-6031
• Latest filing: 2026-05-01
• Regulatory AUM: $53.2M
• Discretionary AUM: $53.2M
• Clients: 2
• Accounts: 124

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 328470 on SEC IAPD (source of record)
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