Be advised. This firm is no longer registered.

Legend Financial Management

Legend Financial Management (CRD# 120978) is a financial advisory firm headquartered in New York, NY. They manage $1,120,665 in 94 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $11,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Legend Financial Management
No Advisor Found.
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