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Building 2LEGACY WEALTH PARTNERS, LLC

Map pinLAKEWOOD, CO
Phone720-552-8287
NotebookSEC #801-131757
Total AUM
$646M
Employees
15
Clients
1,064

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 UNION BLVD.
SUITE 215
LAKEWOOD
CO 80228
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
720-552-8287

ReceiptFinancials

Total AUM
$646M
Accounts
2,028
Discretionary
$646M
Accounts
2,028
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
859
AUM
$284.9M
HNW Individual Clients
185
AUM
$355.3M
Charitable Organization Clients
7
AUM
$878K
Corporation or Business Clients
13
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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