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Building 2LEGACY CAPITAL PARTNERS, INC.

Map pinMILWAUKEE, WI
Phone414-271-1664
NotebookSEC #801-8846
Total AUM
$493.6M
Employees
6
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 NORTH MAYFAIR ROAD
SUITE 360
MILWAUKEE
WI 53226-3282
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
414-271-1664

ReceiptFinancials

Total AUM
$493.6M
Accounts
192
Discretionary
$491M
Accounts
191
Non-Discretionary
$2.6M
Accounts
1

ContactClients

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Individual Clients
92
AUM
$56.2M
HNW Individual Clients
94
AUM
$377M
Pension/Profit Sharing Plan Clients
1
AUM
$381.2K
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
3
AUM
$55.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

HandshakeAffiliates

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

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