Legend Wm

Legend Wm (CRD# 174259) is a financial advisory firm headquartered in Coral Gables, FL. They manage $86,365,634 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
355 Alhambra Circle, Suite 1350, Coral Gables, FL 33134
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $4,318,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Legend Wm
Showing 1 - 1 of 1 top financial advisors.
1
Andres Sinclair, financial advisor Coral Gables FL
Andres R. Sinclair
CRD#: 2435555
355 Alhambra Circle, Suite 1350, Coral Gables, FL 33134

Andres Sinclair (CRD# 2435555) is an Investment Advisor Representative working at Legend Wm in Coral Gables, FL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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