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LEGACY PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$777,914,505
Discretionary
$777,914,505
Non-discretionary
$0

Firm details

CRD number
159473
SEC file number
801-72850
Main office
LOS ANGELES, CA, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Performance-based

As of October 2026.