Williamson Legacy Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318629
- Registered since
- February 25, 2022
- Website
- williamsonlegacygroup.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.32%
- Individuals40.07%
- Charitable Organizations1.52%
- Pension & Profit Sharing Plans0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Williamson Legacy Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts, and it also maintains an insurance brokerage business. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting support, and selection of outside advisers. Compensation mixes percentage-of-AUM and fixed fees. The firm does not position itself as an ESG-focused investor.
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 Equities73%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 5
Joseph Williamson
Managing DirectorCRD 1274543
Donald Phelan
Associate Vice President – InvestmentsCRD 4902644
Jeanette Mccormick
Investment Advisor RepresentativeCRD 4469805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$987K in ETFs
100%
$987K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $259K | 592 | 26.19% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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