Donovan Legacy Advisors, LLC
RIAState Registered
Total AUM
$6.5M
Discretionary
$6.5M
100% of AUM
Avg account
$343K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323659
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.55%
- Individuals11.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Donovan Legacy Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Its client base is primarily individual and family investors. The adviser is registered to operate in Arizona and Utah and describes itself as serving clients through discretionary portfolio management rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities36%
- Private Funds17%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations