Overview
Assets Under Management: $627 million
Headquarters: SYOSSET, NY
High-Net-Worth Clients: 326
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 326
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 893
Discretionary Accounts: 819
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 328064
Last Filing Date: 2024-07-25 00:00:00
Website: https://legacyedge.com