DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > minnesota > woodbury
LEGACY WEALTH
Tel: 651-621-2383
683 Bielenberg Drive Suite 101
Woodbury, Minnesota 55125
LEGACY WEALTH
LEGACY WEALTH is a Woodbury, Minnesota based financial advisory firm with nearly $413,000,000 in assets under management and provides investment advisory services for 1053 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 , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
306732
SEC#:
801-118042
No. of Clients:
1053
Assets under Management
$413,000,000
No. of Advisors:
10
More Financial Advisory Firms in Woodbury, Minnesota
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | 13903 |
| U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | 77 |
| GARDA CAPITAL PARTNERS | 282439 | 200 |
| THRIVENT FINANCIAL FOR LUTHERANS | 115785 | 4167 |
| GALLIARD CAPITAL MANAGEMENT | 106487 | 102 |
| RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | 193 |
More Firms in Woodbury, Minnesota >>