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Legacy Crest Capital

EST. AUM
$31,250,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website legacycrestcap.com
Client types

Overview

Legacy Crest Capital is a Registered Investment Adviser (RIA) firm that provides wealth management and financial advisory services. The firm works with clients to manage their investment portfolios and develop comprehensive financial strategies. As an RIA, they operate under a fiduciary duty, meaning they are legally obligated to act in their clients' best interests when providing financial advice and managing their assets. Their services typically include portfolio management, financial planning, retirement planning, and asset allocation.

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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