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LEGACY WEALTH MANAGEMENT GROUP, INC.
1971 English Tavern Road
Lynchburg, Virginia 24501
Tel: 434-266-1214
About LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as LEGACY WEALTH MANAGEMENT GROUP, INC. The firm was established in 12/06/2022. They have over 1 offices throughout the country.
LEGACY WEALTH MANAGEMENT GROUP, INC. is a Lynchburg, Virginia based Financial Planning firm with nearly $207,670,000 assets under management, offering retirement planning & investment advisory services to 1338 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322235 |
| SEC# | 801-126092 |
| Assets Managed by Firm | $207,670,000 |
| No. of Clients | 1338 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1338 | $207,670,000 |
| Individuals (other than high net worth individuals) | 752 | $87,062,000 |
| High net worth individuals | 50 | $117,478,000 |
| Charitable organizations | 7 | $1,400,000 |
| Corporations or other businesses | 11 | $1,730,000 |
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