Legacy Consulting Group

EST. AUM
$356,411,037

CONTACTS
3

CLIENT ACCOUNTS
513

Firm Details

Metro area Dallas
CRD Number 108541
Website legacyconsultinggroup.com
Client types

Overview

Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs.

Platform Details

Investment Preferences

Alternative Activity