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Legacy Capital Group California, Inc.

● SEC registered since 2008CRD 111436SEC# 801-69566Los Gatos, CA
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Reg. AUM
$608.4M
Employees
18
Accounts
2,090
Location
Los Gatos, CA

Legacy Capital Group California, Inc. assets under management

Legacy Capital Group California, Inc. is an SEC-registered investment adviser based in Los Gatos, CA. The firm has been registered since 2008. It reports $608.4 million in regulatory assets under management and employs 18 people.
www.linkedin.com/company/legacy-capital-group-california-b6a6b2147View on SEC.gov ↗

Legacy Capital Group California, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Andrew Michael Baugh ControlCio5-10%2004
Brent Charles Bunger ControlPresident25-50%1992
Kim Ann Lawson ControlCooUnder 5%2007
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Frequently asked questions

How much does Legacy Capital Group California, Inc. manage?

Legacy Capital Group California, Inc. reports $608.4 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Capital Group California, Inc. have?

Legacy Capital Group California, Inc. reports 18 employees.

Where is Legacy Capital Group California, Inc. located?

Legacy Capital Group California, Inc. is based in Los Gatos, CA and has been SEC-registered since 2008.

Does Legacy Capital Group California, Inc. disclose fund performance?

Legacy Capital Group California, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address459 Monterey Avenue, Suite 100, Los Gatos, CA 95030
Phone408-399-6330
Fax408-399-6333
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$608.4M
Non-discretionary$0
Total (RAUM)$608.4M