Legacy Harbor
Legacy Harbor (CRD# 118187) is a financial advisory firm headquartered in Plano, TX. They manage $7,303,294 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Harbor
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$317,535
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Legacy Harbor
1
Michael Doyle (CRD# 4494573) is an Investment Advisor Representative working at Legacy Harbor in Plano, TX and has 1 year of experience in the finance industry.
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