LEGACY WEALTH MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- DOTHAN, Alabama
- CRD number
- 311361
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Wealth Management Group, LLC is an independent registered investment advisor that operates as a limited liability company. The firm primarily serves individual and family clients, focusing on financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. As a capital allocator, Legacy Wealth Management Group emphasizes a personalized approach to wealth management, tailoring strategies to meet the specific needs of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state 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
- Public Funds/Mutual Funds100%
Contacts
1 of 1REGINALD RHODES
Financial PlannerCRD 1806586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOTHAN, AL
HOUSTON
Location
DOTHAN, AL
Headquartered in DOTHAN, AL, anchoring the Dothan-Ozark, AL metro in the South.
- Metro area
- Dothan-Ozark, AL
- Region
- South
- County
- HOUSTON
- Address
- 214 Perry Ave
- Time zone
- CT (UTC-6)
- Office locations
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