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Building 2LEGACY WEALTH MANAGEMENT INC.

Map pinMANASSAS, VA
Phone877-650-4738
NotebookSEC #801-120709
Total AUM
$251M
Employees
10
Clients
666

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10432 BALLS FORD ROAD #120
MANASSAS
VA 20109
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
877-650-4738

ReceiptFinancials

Total AUM
$251M
Accounts
1,239
Discretionary
$251M
Accounts
1,239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
609
AUM
$150.2M
HNW Individual Clients
56
AUM
$100.5M
Corporation or Business Clients
1
AUM
$336.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLLAMDNCNHPASCTNTXVA

HandshakeAffiliates

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

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