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 a small, privately held advisory firm organized as an LLC that combines financial planning, discretionary portfolio management and insurance brokerage. The firm provides portfolio management for individuals, small businesses and institutional clients while also offering financial planning services. Its fee arrangements include percentage-of-AUM and fixed-fee billing. Legacy Springs does not present itself as a capital allocator, does not market active ESG investing, and is not registered as a multistate adviser.
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 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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