Legacy Capital Group California

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Legacy Capital Group California — overview

About

Legacy Capital Group California is a US-based wealth manager and a registered investment adviser firm. The services it offers include wealth planning, entity & tax planning, risk management, insurance and retirement planning. The firm provides advisory services to individuals, trusts, estates, charitable organizations, corporations, business entities and qualified plans.

Legacy Capital Group California - known decision makers (6)

Position	Location	Asset Class
Advisor, Planning Associate	Los Gatos, US	GEN
Chief Financial Officer, Principal	Los Gatos, US	GEN
Chief Operating Officer	Los Gatos, US	GEN
Co-Founder and President	Los Gatos, US	GEN
Co-Founder, Chief Executive Officer	Los Gatos, US	GEN

Showing 5 of 6 known decision makers Legacy Capital Group California

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