Clg LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 282605
- SEC number
- 801-108414
- Firm type
- RIA
- Assets under management
- $1.1B as of Feb 9, 2026
- Website
- www.linkedin.com/COMPANY/CARTWRIGHT-LEGACY-GROUP ↗
- Phone
- (310) 329-5150
- Address
- 4821 E 2nd Street, Long Beach, CA, 90803
Advisors at this firm
23 in our index · page 1 of 1
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Alice Clara-Mae AmickCRD 4598378 · Whittier, CAIA RegisteredRegistration inactive
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Eric Van AnspachCRD 5911292 · Murrieta, CAIA RegisteredRegistration inactive
-
Melissa Andrizzi-SobelCRD 7691995 · Torrance, CAIA Registered
-
Jon Wayne BemisCRD 3268270 · Long Beach, CAIA RegisteredRegistration inactive
-
Michael Louis BishopCRD 1352714 · Murrieta, CAIA RegisteredRegistration inactive
-
Elizabeth Cartwright CarrCRD 1830205 · Long Beach, CAIA RegisteredRegistration inactive
-
John David CartwrightCRD 42283 · Long Beach, CAIA RegisteredRegistration inactive
-
Connor Christopher CampbellCRD 6660725 · Long Beach, CAIA RegisteredRegistration inactive
-
Pamela Cartwright EckenrodeCRD 2669423 · Long Beach, CAIA RegisteredBroker
-
Kurt Robert EhmannCRD 3023897 · Long Beach, CAIA RegisteredBroker
-
Sarah Cartwright EhmannCRD 3023886 · Long Beach, CAIA RegisteredRegistration inactive
-
Christian Luke FerminCRD 7359047 · Long Beach, CAIA RegisteredBroker
-
Paul Francis HeisingCRD 4543891 · Torrance, CAIA RegisteredBroker
-
Bryan Anthony HernandezCRD 6433821 · Long Beach, CAIA RegisteredRegistration inactive
-
Robert Michael KoernerCRD 1715113 · Prosper, TXIA RegisteredBroker
-
Kenneth Scott LeeCRD 2062276 · Long Beach, CAIA RegisteredBroker
-
Elizabeth Anne McelraveyCRD 2144324 · Torrance, CAIA RegisteredBroker
-
Gerald E MitchellCRD 6220214 · Long Beach, CAIA RegisteredBroker
-
Richard Peter MoranCRD 339579 · Torrance, CAIA RegisteredBroker
-
David Charles NeffCRD 2317428 · Cerritos, CAIA RegisteredBroker
-
Kimberley Kasarda NeffCRD 2972641 · Whittier, CAIA RegisteredBroker
-
Dennis C SmithCRD 6000417 · Long Beach, CAIA RegisteredRegistration inactive
-
Robert Harold SowderCRD 2762763 · Torrance, CAIA RegisteredRegistration inactive
1–23 of 23
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 282605 ↗
FINRA BrokerCheck record for firm CRD 282605 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.