Legacy Chief Financial Office, LLC

EST. AUM
$105,079,723

CONTACTS

CLIENT ACCOUNTS
336

Firm Details

Metro area Houston
CRD Number 300873
Website legacycfo.com
Client types

Overview

Legacy Chief Financial Office, LLC is a Texas-based SEC-registered investment adviser providing comprehensive wealth management and financial planning services to individuals and high-net-worth clients. The firm operates under a “personal CFO” model, delivering integrated financial guidance across investment management, tax planning, retirement strategies, and estate planning. With approximately $105 million in assets under management, the firm focuses on constructing diversified portfolios using institutional-quality investments such as mutual funds and ETFs. Legacy CFO emphasizes long-term financial planning, proactive advice, and coordination with external professionals including CPAs, attorneys, and insurance specialists to deliver holistic financial solutions tailored to client objectives.

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 Chief Financial Office, LLC

Platform Details

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