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Building 2LEGACY WEALTH MANAGEMENT INC

Map pinMEMPHIS, TN
Phone901-758-9006
NotebookSEC #801-18073
Total AUM
$2.7B
Employees
22
Clients
1,477

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1715 AARON BRENNER DR.
SUITE 301
MEMPHIS
TN 38120-1443
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
901-758-9006

ReceiptFinancials

Total AUM
$2.7B
Accounts
4,667
Discretionary
$2.5B
Accounts
4,619
Non-Discretionary
$141M
Accounts
48

ContactClients

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Individual Clients
786
AUM
$322.7M
HNW Individual Clients
674
AUM
$2.1B
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Charitable Organization Clients
6
AUM
$22.1M
Government Entity Clients
1
AUM
$6.1M
Corporation or Business Clients
9
AUM
$237.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAILINLAMDMOMSNCNENHNYOHPASCTNTXVAWA

HandshakeAffiliates

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

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