Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 4
Average Client Assets: $30 million
Frequently Asked Questions
LEGACY ROAD FAMILY OFFICES 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 #337654), LEGACY ROAD FAMILY OFFICES is subject to fiduciary duty under federal law.
LEGACY ROAD FAMILY OFFICES serves 4 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, LEGACY ROAD FAMILY OFFICES offers portfolio management for individuals. View all service details ↓
LEGACY ROAD FAMILY OFFICES manages $121 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, LEGACY ROAD FAMILY OFFICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $30 million
Total Client Accounts: 12
Discretionary Accounts: 3
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 337654
Filing ID: 2029546
Last Filing Date: 2025-11-24 14:31:01
Website: 0