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Building 2LEGACY WEALTH MANAGEMENT GROUP, INC.

Map pinLYNCHBURG, VA
Phone434-266-1214
NotebookSEC #801-126092
Total AUM
$289.8M
Employees
19
Clients
991

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1971 ENGLISH TAVERN ROAD
LYNCHBURG
VA 24501
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
434-266-1214

ReceiptFinancials

Total AUM
$289.8M
Accounts
1,744
Discretionary
$289.8M
Accounts
1,744
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
784
AUM
$75.6M
HNW Individual Clients
179
AUM
$211.3M
Charitable Organization Clients
13
AUM
$2.9M
Corporation or Business Clients
15
AUM
$70K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
FLMINCNHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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