L
$53.2M Total AUM
$53.2M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
1932 E Deere AVE STE 220 Santa ANA CA
About Legacy Advisory Group, INC
Legacy Advisory Group, INC is a Santa ANA-based RIA. The firm has been operating for 2 years. Managing $53.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$26.6M AVG AUM / ADVISOR
$700.5K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRANDON WILLIAM BOYD
Chief Compliance Officer, Chief Operating Officer, Registered Investment Advisor
- CRD
- #5640721
- Ownership
- 75% or more
Available
Available
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P
PAUL ALBERT BROWN
TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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L
LARRY JOSEPH MICHAELS
--
- CRD
- #4351477
Available
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Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,239,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,239,039 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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