Legacy Wealth Partners is an investment advisor in Calabasas with $227.67 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
954794320
SEC advisor number
801-108370
FINRA CRD number
285031
AUM ?
$227.67 mm
(as of 29 Mar 21)
Accounts
738
(as of 29 Mar 21)
Employees
4
(2 investment advisory or research)
Address
Legacy Wealth Partners
4500 PARK GRANADA. SUITE 201
CALABASAS
CA 91302
4500 PARK GRANADA. SUITE 201
CALABASAS
CA 91302
Office hours
Monday - Friday, 8:30 AM - 5:00 PM M-TH 8:30 AM - 3:00 PM F
Phone
8189957733
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Levin, Bradley, Andrew | Chief Executive Officer/chief Compliance Officer | 11/2016 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20
13F-HR
Quarterly holdings report by institutional manager
15 May 20
13F-HR
Quarterly holdings report by institutional manager
7 Feb 20