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Legacy Private Wealth

EST. AUM
$400,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website legacypwp.com
Client types

Overview

Legacy Private Wealth is based out of Greenwood Village, CO that is a part of the Concurrent Advisors. They use a blend of mutual funds and UMA offered through SMArtX.

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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