1715 Aaron Brenner Dr.
Suite 301
Memphis, Tennessee 38120-1443
Tel: 901-758-9006
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
Explore More Retirement Advisors in Memphis, Tennessee