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LEGACY WEALTH MANAGEMENT INC.
Tel: 877-650-4738
10432 Balls Ford Road #100 Manassas, Virginia 20109
LEGACY WEALTH MANAGEMENT INC.
LEGACY WEALTH MANAGEMENT INC. is a Manassas, Virginia based financial advisory firm with nearly $177,305,738 in assets under management and provides investment advisory services for 909 clients. There are currently 6 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 , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
173453
SEC#:
801-120709
No. of Clients:
909
Assets under Management
$177,305,738
No. of Advisors:
6
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