133 Legacy
Firm details
- Headquarters
- ,
- CRD number
- 328921
- Website
- 133legacy.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals99.93%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
133 Legacy operates as an independent RIA organized as a limited liability company and owned by an individual. The firm serves a mix of individual and family clients alongside institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a blend of percentage-of-AUM fees and fixed fees. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser. An insurance company affiliation is noted among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities29%
- Cash & Cash Equivalents23%
- Derivatives3%
Contacts
1 of 1
Patrick Burke
Financial AdvisorCRD 6783359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations