LEGACY WEALTH MANAGEMENT INC

1715 Aaron Brenner Dr.
Suite 301
Memphis, Tennessee 38120-1443
Tel: 901-758-9006

About LEGACY WEALTH MANAGEMENT INC

LEGACY WEALTH MANAGEMENT INC, formally registered with the SEC as LEGACY WEALTH MANAGEMENT INC. The firm was established in 12/23/1982. They have over 1 offices throughout the country.

LEGACY WEALTH MANAGEMENT INC is a Memphis, Tennessee based Financial Planning firm with nearly $2,053,155,411 assets under management, offering retirement planning & investment advisory services to 4258 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108619
SEC#	801-18073
Assets Managed by Firm	$2,053,155,411
No. of Clients	4258
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4258	$2,053,155,411
Individuals (other than high net worth individuals)	798	$322,288,970
High net worth individuals	535	$1,502,303,558
Pension and profit sharing plans	Fewer than 5 clients	$6,111,845
Charitable organizations	5	$11,393,207
Corporations or other businesses	11	$205,507,208

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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