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Legacy Investment Partners LLC

EST. AUM
$403,116,408

CONTACTS
3

CLIENT ACCOUNTS
415

Firm Details

Metro area Wichita
CRD Number 133014
Website legacyip.com
Client types

Overview

Legacy Investment Partners, LLC offers comprehensive financial services, serving as a CFO, financial educator, and trusted advisor to clients. Their team of industry professionals collaborates closely with clients to attain their financial objectives, whether in investment management or wealth distribution. The company gauges its success by its capacity to assist clients in achieving their desired legacies effectively.

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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