# LEGACY ADVISORY GROUP, INC

LEGACY ADVISORY GROUP, INC of SANTA ANA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 328470
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328470/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328470/similar
- Related entities: https://search.stillhousedata.com/firm/328470/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328470

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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.