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Legacy Asset Management, INC.

EST. AUM
$161,715,619

CONTACTS
2

CLIENT ACCOUNTS
522

Firm Details

Metro area Houston
CRD Number 111423
Website legacyasset.com
Client types

Overview

Legacy Asset Management Inc., founded in 1998, operates as an Independent Registered Investment Advisory firm. They focus on delivering objective, fee-based comprehensive services including financial planning, portfolio management, and retirement plan consulting. The company's goal is to help clients secure their financial futures. Their team of professionals, skilled in financial planning, finance, and investments, is committed to customizing solutions to meet individual client needs. Whether clients are seeking personal financial planning, entrepreneurs are looking to maximize savings and minimize taxes, or employers want to implement retirement plans, Legacy provides tailored solutions to address a wide range of financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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