Legacy Capital Planners

EST. AUM
$180,000,000

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3

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website legacycapitalplanners.com
Client types

Overview

Legacy Capital Planners is a financial planning and wealth management team based in Germantown, MD, north of Washington, DC. It is a dba firm of Pittsburgh-based RIA Milestone Asset Management, where Todd Baker and Michael Ausherman are also Founders. Certain investment adviser representatives dually registered with Brookstone Capital Management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Legacy Capital Planners

Platform Details

Investment Preferences

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