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Building 2LEGACYTEXAS WEALTH ADVISORS

Map pinRICHARDSON, TX
Phone972-461-1525
NotebookSEC #801-68997
Total AUM
$70M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 E. ARAPAHO RD. SUITE 250
RICHARDSON
TX 75081
United States
Operating Hours
8:30 AM TO 4 PM BY APPOINTMENT ONLY
Monday - Friday
Phone
972-461-1525

ReceiptFinancials

Total AUM
$70M
Accounts
84
Discretionary
$21M
Accounts
69
Non-Discretionary
$49M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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