CRD: 115901
Legacy Financial Group
Torrance, CA, 90502
3107561700
$20.1M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
7 Employees
29 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2001
- Office Locations
- 2
Office Locations
1919 South Vermont Suite 100 Torrance CA
19191 South Vermont Suite 100 Torrance CA
About Legacy Financial Group
Legacy Financial Group is a Torrance-based RIA with 2 offices. The firm has been operating for 24 years. Managing $20.1M in total assets under management, with 7 advisory representatives. They custody assets with Pershing and SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
62 AVG AGE
$2.9M AVG AUM / ADVISOR
$692.3K AVG AUM / CLIENT
11.8 yrs AVG TENURE
7 Employees
7 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Signal meridian Insight
Investment Themes
Fusion Crest meridian Vital
Investment Vehicles
Fusion
Platform
Atlas Summit Pathway capital
Services
Meridian signal Optima Foundation Meridian North North Legacy Ember
Owner & Executives
MELANIE CAROL TANAKA
MANAGING DIRECTOR
- CRD
- #2084929
- Ownership
- 75% or more
(766) 729-3935
capital.legacy@fusioncapital.com
in linkedin.com/in/atlas-matrix
DONALD ETSUO TANAKA
--
- CRD
- #4553408
- Ownership
- Less than 5%
(801) 789-6026
vector.oak@glaciercapital.com
in linkedin.com/in/meridian-eagle
Showing 2 of 2 owners & executives
Unlock allContacts
ANN ABEL COOPER
Financial Advisor
- CRD
- #6236774
(438) 303-5448
unison.bridge@pioneercapital.com
in linkedin.com/in/unison-timber
MATTHEW J DREHS
Financial Advisor
- CRD
- #3107541
(741) 239-1173
ember.insight@eaglecapital.com
in linkedin.com/in/north-ember
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,160,364 | $441,597 |
| Non-Discretionary | $2,917,731 | $390,900 |
| Total | $20,078,095 | $398,679 |
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Separately Managed Accounts
Total SMA Asset: $20,078,095
Public Funds:
24.9% Equity - Exchange:
34.5% Cash:
40.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $269,648,285 | 24.9% |
| Equity - Exchange | $373,609,070 | 34.5% |
| Cash | $439,667,486 | 40.6% |
| Total | $1,082,924,841 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER OAK | QUANTUM HORIZON | TWYTU2AHL | ZEBE | 11.89% | $57,566,755 |
| PATHWAY UNISON | FOUNDATION ALPHA | RC763BIL1 | FPHXL | 5.37% | $39,342,322 |
| OPTIMA VECTOR | CAPITAL DELTA | OUI2SOWTN | VMFO | 6.45% | $66,242,785 |
| EMBER VALUE | WAVE RADIAL | M8C01J5MV | BYCVM | 1.07% | $36,404,041 |
| FOCUS PIONEER | MATRIX MOMENTUM | O0CFLTLK2 | MVI | 3.51% | $51,990,815 |
| OAK TIMBER | PIONEER FOUNDATION | 5RWZ6MNKY | ZGE | 10.16% | $118,587,294 |
| SIGNAL VALUE | PIONEER GLACIER | CJEWKTQPL | KHYA | 5.86% | $40,548,803 |
| OAK MERIDIAN | MOMENTUM OPTIMA | BEAA3L7K4 | FFO | 0.80% | $75,722,797 |