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Legacy Knight

EST. AUM
$2,846,356,708

CONTACTS
8

CLIENT ACCOUNTS
53

Firm Details

Metro area Dallas
CRD Number 305927
Website legacyknight.com
Client types

Overview

Legacy Knight is an RIA specializing in Direct Investor services. Situated at 3001 Maple Ave, Suite 350, Dallas, TX 75201. The firm caters to ultra-high-net-worth families and family offices. Legacy Knight offers a unique family office platform that provides premier investment access and exceptional family office management. Legacy Knight oversees an AUM of $2.2B. The firm's comprehensive advisory and management services cover investment, lifestyle, and integrated planning, benefiting founders, entrepreneurs, high net worth individuals, and multigenerational families, with personalized support offered from their office in Dallas.

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Alternative Activity

Address

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

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