Legacy Wealth Management in California Revenue

Financial Services • Torrance, California, United States • 1-10 Employees

Legacy Wealth Management in California revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Legacy Wealth Management in California

Scott Woodring

Portfolio Strategist | President and Founder at Legacy Wealth Management | Girard Securities

Company overview

Headquarters	25500 Hawthorne Blvd. Suite 1200, Torrance, CA 90505, US
Phone number	+13134177881
Website	legacy-wm.com
NAICS	52
Keywords	Bonds, Life Insurance, Long Term Care, Tax Return Preparation, Common Stocks, Disablility Income
Employees	1-10

About Legacy Wealth Management in California

Legacy Wealth Management recommendations are built according to each individual client’s criteria and needs. They do not believe in generic “plans” but rather working with each person to create a conservative approach that will work towards concrete goals for the long term. Legacy Wealth Management prides themselves on the long-term relationships they maintain with clients and their ability to adapt to the changes and circumstances that life brings, making the best recommendations at every stage. They believe in the discipline to pursue solid goals, and ongoing open communication to help make them a reality. Scott maintains a CA insurance license (CA Insurance License # 0A89455) as well as security registrations 06, 07, 24, 26, 63, and 65 through Girard Securities, Inc. a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor. Securities offered through Girard Securities, Inc.: a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Legacy Wealth Management in California has never raised funding before.

Legacy Wealth Management in California Tech Stack

Discover the technologies and tools that power Legacy Wealth Management in California's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

GoDaddy

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HSTS

Security

Font Awesome

Font scripts

Google Maps

Maps

Unpkg

CDN

AOS

JavaScript libraries

Plausible

Analytics

Frequently asked questions

Legacy Wealth Management in California is located in Torrance, California, US.

You can reach Legacy Wealth Management in California at +13134177881.

Legacy Wealth Management in California generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Wealth Management in California has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Wealth Management in California has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Wealth Management in California

Scott Woodring

Portfolio Strategist | President and Founder at Legacy Wealth Management | Girard Securities

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