Legacy Capital Group California is an investment advisor in Los Gatos with $424.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
942696159
SEC advisor number
801-69566
FINRA CRD number
111436
AUM ?
$444.00 mm
(as of 16 Apr 24)
Accounts
1,678
(as of 16 Apr 24)
Employees
18
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23