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Last updated: January 21st, 2020. Data source: SEC filings.
Legacy Wealth Management, federally registered in 1982, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 18 advisors. Legacy Wealth Management manages $1.2 billion and provides investment advisory services for 1,009 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||9|
|Percentage of Advisors Trusted||89%|
|Average Client Balance||$1,214,271|
|Total AUM||$1.2 billion|
|Advisor / Client Ratio||1:57|
|SEC Filings||Forms and Brochures (CRD # 108619)|
|State(s) Registered||AL, AZ, AR, CA, CO, FL, GA, IL, LA, MD, MS, MO, NE, NH, NJ, NY, NC, OH, SC, TN, TX, VA|