Be advised. This firm is no longer registered.

Legacy Capital Partners, Inc.

Legacy Capital Partners, Inc. (CRD# 105735) is a financial advisory firm headquartered in Milwaukee, WI. They manage $493,640,639 in 192 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $2,571,045
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Legacy Capital Partners, Inc.
No Advisor Found.
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