Legacy Capital Management Inc.
Legacy Capital Management Inc. (CRD# 106823) is a financial advisory firm headquartered in Roseville, CA. They manage $29,210,058 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$449,386
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Benny Milam (CRD# 1372151) is an Investment Advisor Representative working at Legacy Capital Management Inc. in Roseville, CA and has over 32 years of experience in the finance industry.
James McCarthy (CRD# 4874021) is an Investment Advisor Representative working at Legacy Capital Management Inc. in Roseville, CA and has 1 year of experience in the finance industry.