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LEGACY INVESTMENT SERVICES, LLC

Advisory

RANCHO CUCAMONGA, CA

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in CA
#3,510
of 5,480 advisers by AUM
Average account
$188K
across 254 accounts
AUM per adviser
$10M
5 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM
$48M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
10
Assets Under Management
Total AUM$48M
Discretionary AUM$0
Non-Discretionary AUM$48M
Discretionary %0%
Total Clients254
Team
Total Employees10
Investment Advisers5
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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