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Building 2LEGACY CAPITAL

Map pinTHE WOODLANDS, TX
Phone(281) 595-1990
NotebookSEC #801-130850
Total AUM
$273.4M
Employees
3
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1725 HUGHES LANDING BLVD.,
SUITE 860
THE WOODLANDS
TX 77380
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(281) 595-1990

ReceiptFinancials

Total AUM
$273.4M
Accounts
1,055
Discretionary
$257.1M
Accounts
936
Non-Discretionary
$16.3M
Accounts
119

ContactClients

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Individual Clients
136
AUM
$21M
HNW Individual Clients
143
AUM
$250.7M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATX

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

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