1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LEGACY CHIEF INVESTMENT OFFICE LLC

Map pinTHE WOODLANDS, TX
Phone281-419-6436
NotebookSEC #801-79889
Total AUM
$42.5M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2002 TIMBERLOCH PLACE
SUITE 200
THE WOODLANDS
TX 77380
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
281-419-6436

ReceiptFinancials

Total AUM
$42.5M
Accounts
4
Discretionary
$0
Accounts
0
Non-Discretionary
$42.5M
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account