Legacy Investing & Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 277057
- Website
- legacyinvestingwealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Legacy Investing & Wealth Management LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals, small businesses and select business or institutional clients. The firm favors public equities as its primary allocation, using exchange-traded securities as the principal vehicle for client exposure, and supplements equity exposure with allocations to third-party real estate strategies. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed-fee engagements. Legacy Investing is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator.
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1
Douglas Hayes
OwnerCRD 6530647
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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