Legacy Springs Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166831
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.86%
- Individuals14.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Legacy Springs Advisors, LLC is structured as a privately owned limited liability company operated by an individual owner. The firm combines advisory services with insurance brokering: its regulated advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, while it also conducts insurance brokerage activities. Compensation is a mix of percentage-of-assets-under-management and fixed fees. The firm is not described as an ESG-focused investor, not a multi-state adviser in the supplied data, and it does not identify itself as a capital allocator, pension consultant, or related adviser.
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 Equities48%
- Public Funds/Mutual Funds21%
- US Government Bonds20%
- Investment Grade Corp Bonds5%
- State & Local Bonds4%
Contacts
1 of 1
Steven Kwiatkowski
PresidentCRD 5881788
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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