DIRECTORY OF REGISTERED ADVISORS
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LEGACY WEALTH ADVISORS, LLC
Tel: 305-808-6140
801 Brickell Avenue Suite 2550
Miami, Florida 33131
LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC is a Miami, Florida based financial advisory firm with nearly $254,931,581 in assets under management and provides investment advisory services for 216 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
326117
SEC#:
801-128702
No. of Clients:
216
Assets under Management
$254,931,581
No. of Advisors:
10
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