Matthew
Drehs

Legacy Financial Group

CRD#3107541
Investment Advisor
in Torrance, CA
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About this Advisor

Matthew Drehs is a financial advisor in Torrance, California. Currently a registered advisor at Legacy Financial Group, they have accrued 17 years of professional experience as a financial advisor. Drehs has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Drehs is able to work with clients in California. During their career, Drehs has held roles at H.D. Vest Investment Services, Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, H.D. Vest Advisory Services, Legacy Financial Group and Sagepoint Financial, Inc. Legacy Financial Group is based out of Torrance, California. As a registered advisory firm, Legacy Financial Group oversees $115 million in assets throughout 397 accounts and retains seven staff members. The amount of assets the firm manages places it among the mid-sized firms in the United States. The firm manages 25 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Legacy Financial Group offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

990 W. 190Th Street Suite 520
Torrance, CA 90502

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Legacy Financial Group Brokerage Details

Total Assets Under Management

$98,334,539

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

391

CA Average: 3,727
Average Account Size

$251,495

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Drehs Work History

Matthew has 17 years of experience.

2016 - Present (3 years)

Legacy Financial Group

2016 - Present (3 years)

Sagepoint Financial, Inc

2012 - 2016 (4 years)

H.D. Vest Investment Services

2012 - 2016 (4 years)

H.D. Vest Advisory Services

2011 - 2012 (1 year)

Bank Of America, N.A

2008 - 2012 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2001 - 2008 (7 years)

Citigroup Global Markets Inc

Disclosures

Matthew Drehs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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