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Building 2LEGADO WEALTH MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-697-3420
NotebookSEC #801-122329
Total AUM
$51M
Employees
1
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 LEXINGTON AVENUE, 9TH FLOOR
NEW YORK
NY 10174
United States
Operating Hours
9-5
Monday - Friday
Phone
212-697-3420

ReceiptFinancials

Total AUM
$51M
Accounts
149
Discretionary
$51M
Accounts
149
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.2M
HNW Individual Clients
46
AUM
$44.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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