Be advised. This firm is no longer registered.

Legacy 360 Financial And Wealth Management LLC

Legacy 360 Financial And Wealth Management LLC (CRD# 288219) is a financial advisory firm headquartered in Pennsburg, PA. They manage $3,609,452 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2767 Geryville Pike, Suite B, Pennsburg, PA 18073
http://www.linkedin.com/in/theodore-moyer-8bb59a117/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $66,842
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Legacy 360 Financial And Wealth Management LLC
No Advisor Found.

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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