Legacy Capital Group California Revenue
Financial Services • 
Los Gatos, California, United States • 11-20 Employees
Legacy Capital Group California revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contacts at Legacy Capital Group California
Brent Bunger
Co-Founder And President
Richard Baer
Co-Founder & Ceo
Company overview
| Headquarters | 459 Monterey Ave, Los Gatos, California 95030, US |
| Phone number | +14083996330 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Financial Services, Investing, Retirement Planning, Insurance, Estate Planning, Portfolios, Wealth Planning, Charitable Gifting, Investment Advisement, Succession Alternatives |
| Founded | 1992 |
| Employees | 11-20 |
| Socials |
Legacy Capital Group California Email Formats
Legacy Capital Group California uses 1 email format. The most common is {first name} (e.g., john@legacycapitalgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@legacycapitalgroup.com | 100% |
About Legacy Capital Group California
Legacy Capital Group California is a wealth advisory firm in Los Gatos, CA, specializing in planning (investment, tax*, estate, retirement), insurance and risk management, and charitable gifting. We have been a referral-based business since 1992, and as such, we are motivated to do our best and build long-lasting relationships. Clients are more than numbers to us; we seek to get to know them personally and customize our services to fit their needs. LCGC is a dedicated team of 3 financial advisors, who have over 30 years of experience, and a support staff of about ten members. Our office is family-sized with an extensive network of resources – including attorneys, CPA’s, mortgage financing and banking services, and real estate brokerage services. We aim to take the mystery out of financial planning so our clients can focus on embracing their lifestyle and retirement. We encourage them to plan first, then invest by plan rather than invest and hope. Our dynamic clientele includes, but is not limited to: successful individuals with large investment portfolios who are looking for risk or tax management solutions; business owners (from small business entrepreneurs to Silicon Valley techs) aiming to diversify excess income out of their business on a tax-efficient basis or want management succession alternatives and income protection solutions; and people approaching retirement who seek to quantify their retirement needs and find ways to invest their capital. *Legacy Capital Group California does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Legacy Capital Group California. Legacy Capital Group California is an independent member firm of PartnersFinancial. Legacy Capital Group California, and Baer & Bunger Financial & Insurance Services, LLC are not affiliated with LSF.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Legacy Capital Group California has 13 employees across 6 departments.
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Number of employees
Funding Data
Legacy Capital Group California has never raised funding before.
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