Overview
Assets Under Management: $240 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 40
Average Client Assets: $2 million
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