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LEGACY WEALTH MANAGEMENT, LLC

Tel: 601-499-1970
300 Concourse Blvd, Suite 102
Ridgeland, Mississippi  39157

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LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC is a Ridgeland, Mississippi based financial advisory firm with nearly $421,093,989 in assets under management and provides investment advisory services for 192 clients. There are currently 4 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

Fee Structure:

A percentage of AUM

Firm CRD#:

304659

SEC#:

801-117015

No. of Clients:

192

Assets under Management

$421,093,989

No. of Advisors:

4

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