Overview
Assets Under Management: $307 million
Headquarters: WINCHESTER, VA
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 836
Discretionary Accounts: 824
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 305896
Last Filing Date: 2025-02-13 00:00:00
Website: https://bwlegacy.com