CRD: 144127
Legacy Investment Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-29-2008
- Office Locations
- 2
Office Locations
About Legacy Investment Services, LLC
Legacy Investment Services is a Rancho Cucamonga, CA wealth management firm focused on retirement planning for individuals and families, especially those nearing or in retirement. The team advises on asset allocation and risk, Social Security, retirement income distribution/decumulation, tax strategies, and legacy planning, with an education-led, safety-first approach. They also offer Generational Vault to securely organize and access key financial documents.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
MARK B SHARIFI
Chief Compliance Officer, Financial Advisor
- CRD
- #4865040
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MARK ANTHONY BASILE
Managing Member
- CRD
- #6295361
RAHMATULLAH Rami TAMEEZ
--
- CRD
- #4855903
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $44,181,215 | -- |
| Total | $44,181,215 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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