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 based in Torrance, California, who has 11 years of professional experience. Drehs is on the advisory team at Legacy Financial Group. Over the course of their career, Drehs has held roles at H.D. Vest Investment Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, H.D. Vest Advisory Services, Sagepoint Financial, Inc and Legacy Financial Group. Drehs has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Legacy Financial Group is a registered investment firm that has its headquarters in Torrance, California. It oversees $98 million in assets among its 391 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 391 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. Legacy Financial Group performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by Legacy Financial Group most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 12 years of experience.

2016 - Present (4 years)

Sagepoint Financial, Inc

2016 - Present (4 years)

Legacy Financial Group

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

Disclosures

Matthew Drehs has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Legacy Financial Group

Matthew Drehs
Torrance, CA
Donald Tanaka
Torrance, CA
Ann Cooper
Torrance, CA
Melanie Tanaka
Torrance, CA
Ray Day
Torrance, CA

This content was compiled from the SEC and FINRA.

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