Legacy Folios
Firm details
- Headquarters
- ,
- CRD number
- 323319
- Website
- legacyfolios.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.66%
- Individuals16.34%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Folios is structured as a limited liability company controlled by an individual owner and positions itself as a discretionary portfolio manager for individual clients and small businesses. The firm bills on a percentage-of-AUM basis and reports a client base made up of individuals and families. Its advisory activity is described as portfolio management for individuals and small businesses. Legacy Folios does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator. The firm lists an affiliation with an insurance company.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Gary Brittain
OwnerCRD 5309869
Joseph Nappi
Investment Advisor RepresentativeCRD 6799540
Braiden Simpson
Managing Partner, Investment Advisor RepresentativeCRD 7607493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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