Overview
Assets Under Management: $150 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 83
Average Client Assets: $1.2 million
Frequently Asked Questions
LEGACY WEALTH PARTNERS INC. 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 #285031), LEGACY WEALTH PARTNERS INC. is subject to fiduciary duty under federal law.
LEGACY WEALTH PARTNERS INC. is headquartered in WOODLAND HILLS, CA.
LEGACY WEALTH PARTNERS INC. serves 83 high-net-worth clients according to their SEC filing dated July 10, 2018. View client details ↓
According to their SEC Form ADV, LEGACY WEALTH PARTNERS INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LEGACY WEALTH PARTNERS INC. manages $150 million in client assets according to their SEC filing dated July 10, 2018.
According to their SEC Form ADV, LEGACY WEALTH PARTNERS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.57%
Average Client Assets: $1.2 million
Total Client Accounts: 603
Discretionary Accounts: 603
Regulatory Filings
CRD Number: 285031
Filing ID: 1228629
Last Filing Date: 2018-07-10 14:16:00