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Legacy Wealth Management

EST. AUM
$629,031,199

CONTACTS
7

CLIENT ACCOUNTS
3,269

Firm Details

Metro area Boise
CRD Number 174767
Website legacywealthmg.com
Client types

Overview

The firm aids in developing and implementing an investment policy statement that enables their clients to remain committed to financial stewardship and capitalize on opportunities that emerge in any market situation. By working with the firm, clients can establish their goals and attain them through a structured approach.

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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