Legacy Global Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 152879
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals95.71%
- Pension & Profit Sharing Plans4.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Global Management, L.L.C. is an individually owned limited liability company that provides portfolio management services primarily to individual and family clients and to small institutional relationships. The firm’s stated advisory activity focuses on portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM fees and hourly charges, and the adviser is not positioned as a multi-state or ESG-focused manager. Industry linkages cited in filings include relationships with accountants and pension consultants.
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 Equities85%
- Cash & Cash Equivalents14%
- Other1%
Contacts
1 of 1
Antonio Morrison
FounderCRD 4346455
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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