Legacy 401k Partners, LLC

Overview

Legacy 401k Partners, LLC is organized as a limited liability company and operates as an institutional registered investment adviser serving institutional clients. The firm lists pension consulting services among its advisory activities and uses a mix of percentage-of-assets and fixed-fee arrangements. It is not positioned as an active ESG investor, does not report multi-state adviser status, and is flagged as having an individual owner. The dataset indicates the firm is not a capital allocator and is not identified as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices