Overview
Assets Under Management: $122 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 189
Discretionary Accounts: 161
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 127758
Last Filing Date: 2024-03-26 00:00:00
Website: https://www.LegacyWealthAdvisorsLLC.com