Legacy Wealth Management

Is this your firm? Verify your profile


Trust Score 98%
Trust Score  info_outline
business

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.

Last updated: October 16th, 2019. Data source: SEC filings.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Cathy Ann Simmons
Avg Advisor Trust Score 98
Avg Advisor Years Registered 9
Minimum Investment $500,000
Average Client Balance $1,214,271
Total AUM $1.2 billion
Advisor / Client Ratio 1:57
Headquarters Memphis, TN
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


Questions & Answers



Get answers about Legacy Wealth Management


Ask a question question_answer