New Legacy Group, LLC

New Legacy Group, LLC (CRD# 160969) is a financial advisory firm headquartered in New York, NY. They manage $444,593,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
275 Madison Ave, 39th Floor, New York, NY 10016
https://www.linkedin.com/company/new-legacy/
By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $15,330,793
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at New Legacy Group, LLC
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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