Overview
Assets Under Management: $240 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 40
Average Client Assets: $2 million
Frequently Asked Questions
LEGACY INVESTMENT SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322695), LEGACY INVESTMENT SOLUTIONS, LLC is subject to fiduciary duty under federal law.
LEGACY INVESTMENT SOLUTIONS, LLC is headquartered in MERIDIAN, ID.
LEGACY INVESTMENT SOLUTIONS, LLC serves 40 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, LEGACY INVESTMENT SOLUTIONS, LLC offers portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
LEGACY INVESTMENT SOLUTIONS, LLC manages $240 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, LEGACY INVESTMENT SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,664
Discretionary Accounts: 3,664
Regulatory Filings
CRD Number: 322695
Filing ID: 1970745
Last Filing Date: 2025-03-31 10:47:00
Website: https://legacywealthmg.com