LEGACY WEALTH MANAGEMENT
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 329837
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Legacy Wealth Management operates as a limited liability company focused on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. While it does not actively engage in ESG investing, it offers a diverse range of advisory activities aimed at helping clients navigate their financial landscapes.
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
Contacts
1 of 1CHRISTOPHER BANKS
Investment Adviser RepresentativeCRD 5386885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 101 N Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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