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Building 2LEGACY CHIEF FINANCIAL OFFICE, LLC

Map pinSHENANDOAH, TX
Phone832-510-9099
NotebookSEC #801-135513
Total AUM
$105.1M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9002 SIX PINES DR.
SUITE 108
SHENANDOAH
TX 77380
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
832-510-9099
Other Offices
1

ReceiptFinancials

Total AUM
$105.1M
Accounts
336
Discretionary
$101.7M
Accounts
333
Non-Discretionary
$3.3M
Accounts
3

ContactClients

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Individual Clients
29
AUM
$17.5M
HNW Individual Clients
43
AUM
$87.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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