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LEGACY WEALTH MANAGEMENT, LLC

Tel: 208-955-0500
13965 W. Chinden Blvd.
Suite 100
Boise, Idaho  83713

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LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC is a Boise, Idaho based financial advisory firm with nearly $373,210,168 in assets under management and provides investment advisory services for 3537 clients. There are currently 36 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (ADVISORY CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

174767

SEC#:

801-113480

No. of Clients:

3537

Assets under Management

$373,210,168

No. of Advisors:

36

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