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Building 2LEGACY ROAD FAMILY OFFICES

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Phone917-626-1042
NotebookSEC #801-134027
Total AUM
$117.2M
Employees
1
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 4PM
Monday - Friday
Phone
917-626-1042

ReceiptFinancials

Total AUM
$117.2M
Accounts
4
Discretionary
$1.6M
Accounts
1
Non-Discretionary
$115.5M
Accounts
3

ContactClients

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HNW Individual Clients
4
AUM
$117.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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