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Building 2LEGACY CORNERSTONE WEALTH LLC

Map pinLAS VEGAS, NV
Phone702-767-9891
NotebookSEC #801-120618
Total AUM
$22.4M
Employees
1
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5940 S RAINBOW BLVD
LAS VEGAS
NV 89118
United States
Operating Hours
9 - 5 M-TH, 9 - 4 F
BY APPOINTMENT ONLY
Phone
702-767-9891
Other Offices
1

ReceiptFinancials

Total AUM
$22.4M
Accounts
560
Discretionary
$22.4M
Accounts
560
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
181
AUM
$22.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCAFLIDILLAMINVOHOKTXUTVAWA

HandshakeAffiliates

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

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