The Legacy Group

EST. AUM
$54,974,404

CONTACTS
1

CLIENT ACCOUNTS
125

Firm Details

Metro area Baltimore
CRD Number 120972
Website thelegacygroupinc.com
Client types

Overview

Maryland based RIA with approx. 1/3 of AUM in 401k assets. The balance is managed in models (mutual funds and ETFs). Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

The Legacy Group

Platform Details

Investment Preferences

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Address

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