Legado Wealth Management LLC
Legado Wealth Management LLC (CRD# 305263) is a financial advisory firm headquartered in New York, NY. They manage $16,377,057 in 78 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Legado Wealth Management LLC
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$209,962
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, NY
Financial Advisors at Legado Wealth Management LLC
1
Oscar Flores De Valgaz (CRD# 4598645) is an Investment Advisor Representative working at Legado Wealth Management LLC in New York, NY and has over 18 years of experience in the finance industry.
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