CHAGRIN VALLEY LEGACY ADVISORS, LLC
Firm details
- Headquarters
- CHAGRIN FALLS, Ohio
- CRD number
- 340652
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Chagrin Valley Legacy Advisors, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes educational seminars and workshops as part of its advisory activities, aiming to empower clients with knowledge about financial management and investment strategies. While the firm does not actively engage in ESG investing, it operates under a fee structure based on a percentage of assets under management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JORDAN RODRIGUEZ
PresidentCRD 6651428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHAGRIN FALLS, OH
GEAUGA
Location
CHAGRIN FALLS, OH
Headquartered in CHAGRIN FALLS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- GEAUGA
- Address
- 8682 Tanglewood Trl
- Time zone
- ET (UTC-5)
- Office locations
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