Legacy Capital Group California Inc
Legal Name: LEGACY CAPITAL GROUP CALIFORNIA, INC.
Full Contact Details
Legacy Capital Group California Inc
459 MONTEREY AVENUE, SUITE 100, LOS GATOS, CA
408-399-6330
408-399-6333
Other Info
Legacy Capital Group California Inc, legally named LEGACY CAPITAL GROUP CALIFORNIA, INC., is a California Corporation registered with the SEC as an approved financial services provider. With a team of 14 employees, including 7 advisers, the firm serves a client base of 187. Its SEC registration date is September 10, 2008.
Legacy Capital Group Wealth Managers for All Phases of Life
Protecting our clients, while helping them secure a brighter future. Legacy Capital Group | Wealth Managers & Financial Planning.
Direct Owners
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ANDREW MICHAEL BAUGH
CIO, CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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BRENT CHARLES BUNGER
PRESIDENT owns more than 25% but less than 50%
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KIM ANN LAWSON
COO owns less than 5%
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RICHARD EVAN BAER
CHAIRMAN OF THE BOARD owns more than 25% but less than 50%