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Building 2WILLIAMSON LEGACY GROUP, LLC

Map pin
Phone317-447-3212
NotebookSEC #801-123281
Total AUM
$183.1M
Employees
6
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
317-447-3212
Other Offices
4

ReceiptFinancials

Total AUM
$183.1M
Accounts
835
Discretionary
$183.1M
Accounts
835
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
291
AUM
$73.4M
HNW Individual Clients
52
AUM
$106.8M
Pension/Profit Sharing Plan Clients
3
AUM
$157.6K
Charitable Organization Clients
2
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLINLANCNYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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