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Legacy Trust

EST. AUM
$4,102,701

CONTACTS
12

CLIENT ACCOUNTS
9

Firm Details

Metro area Houston
CRD Number 281257
Website legacytrust.com
Client types

Overview

Founded in mid 80s to manage money for the Cullen family and the Robertson family, 80% of the company is owned by the two families. Approximately 10 families in total (with well over 100 accounts in total) - $4B AUM Endowment model. Light in traditional Fixed Income They do quite a bit of Private Equity, Real Estate, and Energy

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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