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LEGACY WEALTH MANAGEMENT INC

Tel: 901-758-9006
1715 Aaron Brenner Dr.
Suite 301
Memphis, Tennessee  38120-1443

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LEGACY WEALTH MANAGEMENT INC

LEGACY WEALTH MANAGEMENT INC is a Memphis, Tennessee based financial advisory firm with nearly $2,053,155,411 in assets under management and provides investment advisory services for 4258 clients. There are currently 21 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

108619

SEC#:

801-18073

No. of Clients:

4258

Assets under Management

$2,053,155,411

No. of Advisors:

21

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