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LEGACY WEALTH MANAGEMENT INC

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

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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 StatusApproved
Firm CRD#108619
SEC#801-18073
Assets Managed by Firm$2,053,155,411
No. of Clients4258
No. of Advisors21

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 ClientsAUM
Firm Total4258$2,053,155,411
Individuals (other than high net worth individuals)798$322,288,970
High net worth individuals535$1,502,303,558
Pension and profit sharing plansFewer than 5 clients$6,111,845
Charitable organizations5$11,393,207
Corporations or other businesses11$205,507,208

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