Legacy Chief Investment Office LLC

Legacy Chief Investment Office LLC (CRD# 171745) is a financial advisory firm headquartered in , . They manage $52,161,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.legacycio.com/
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $13,040,250
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

TX

Financial Advisors at Legacy Chief Investment Office LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Donaldson, financial advisor Austin TX
Charles D. Donaldson
CRD#: 4640877
Austin, TX

Charles Donaldson (CRD# 4640877) is an Investment Advisor Representative working at Legacy Chief Investment Office LLC in Austin, TX and has over 17 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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