Legacy Trust Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 281257
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses93.89%
- Individuals6.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Trust Advisors LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to both individual and family clients as well as institutional clients, utilizing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has established itself in the financial advisory landscape by offering tailored investment strategies that align with the unique needs of its clientele.
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 Equities86%
- Cash & Cash Equivalents14%
Contacts
1 of 1Benjamin Champion
PresidentCRD 2314091
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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