ATTIVO LEGACY ADVISORS, LLC

Overview

Attivo Legacy Advisors, LLC operates as a small, independent registered investment adviser organized as an LLC and focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses while also acting as an insurance broker and offering accounting-related services. Its advisory model appears weighted toward non‑discretionary relationships — the firm's reported assets are managed on a non‑discretionary basis — and its fee arrangements include a mix of percentage‑of‑AUM, hourly fees and performance‑based fees. Investment activity centers on pooled public investment vehicles as the core building blocks of client portfolios, with a material allocation to mutual funds and other public funds. The firm supplements those core exposures with alternative strategies — including hedge funds, real estate, commodities and oil & gas — to seek diversification, income and opportunity‑set expansion for clients who qualify for and can access those vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices