Legs Financial
Firm details
- Headquarters
- ,
- CRD number
- 331204
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legs Financial is an independent, individually owned limited liability advisory firm focused on serving private individuals and family clients. Its stated advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm bills clients through hourly and fixed-fee arrangements rather than percentage-based asset fees, which aligns with a planning-first service model rather than a product-sales approach. FINTRX notes the adviser is not an active ESG investor, not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
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
- US Government Bonds47%
- Exchange Traded Equities39%
- Cash & Cash Equivalents14%
Contacts
1 of 1
Michael Davis
Owner & FounderCRD 5288100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations