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).
Current Firm Details
By the Numbers
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Total Assets Under Management494MILLION
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Total Number of Accounts192ACCOUNTS
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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
Registered Investment Advisor
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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