Legacy Wealth Management Inc.
Legacy Wealth Management Inc. (CRD# 173453) is a financial advisory firm headquartered in Manassas, VA. They manage $27,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$135,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jamshid Sharifi (CRD# 6411375) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Manassas, VA and has over 3 years of experience in the finance industry.