Be advised. This firm is no longer registered.

Legacy Wealth Management, Inc.

Legacy Wealth Management, Inc. (CRD# 159876) is a financial advisory firm headquartered in Hagatna, . They manage $22,185,402 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
134 W Soledad Ave, Suite 400, Hagatna, 96910
http://www.legacywealth.us.com/
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $169,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Legacy Wealth Management, Inc.
No Advisor Found.

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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