Legacy Financial Group

$20.1MAssets under management
as of Feb 2026 · SEC Form ADV
Torrance, CA
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No one at Legacy Financial Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
SEI
Per Form ADV · $63M held · filed May 2020
Pershing
Per Form ADV · $13M held · filed May 2020