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Legacy Capital Advisors, LLC

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website yourlegacyteam.com
Client types

Overview

Legacy Capital Advisors, LLC is a comprehensive financial planning service located in Atlanta, Georgia. The firm offers a wide range of services including wealth management, risk management, tax planning, and philanthropy. It utilizes a proprietary process called "The Ring Formula" to integrate its services and professional network to help clients with their financial futures.

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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