THE LEGACY COLLABORATIVE, INC.

Overview

The Legacy Collaborative, Inc. operates as an independent registered investment advisor (RIA) and is structured as a corporation. The firm primarily serves individual and family clients, providing a range of financial services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is also registered as a representative of a broker-dealer and acts as an insurance broker. Although it does not actively engage in ESG investing, The Legacy Collaborative is a capital allocator, indicating a focus on strategic investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices