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Building 2LEGACY CAPITAL WEALTH PARTNERS, LLC

Map pinLITTLE ROCK, AR
Phone501-376-7878
NotebookSEC #801-112442
Total AUM
$1.5B
Employees
21
Clients
680

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8315 CANTRELL ROAD
SUITE 200
LITTLE ROCK
AR 72227
United States
Operating Hours
8:30 A.M TO 5:00 P.M.
Monday - Friday
Phone
501-376-7878
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,626
Discretionary
$1.4B
Accounts
2,319
Non-Discretionary
$77M
Accounts
307

ContactClients

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Individual Clients
356
AUM
$107.5M
HNW Individual Clients
304
AUM
$1.3B
Pension/Profit Sharing Plan Clients
11
AUM
$23.8M
Charitable Organization Clients
9
AUM
$76.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARILLAMOMSTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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