Legacy Advisors
RIASEC Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$910K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 117747
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Advisors operates as a sole proprietorship, focusing on portfolio management for individuals and small businesses. The firm does not classify itself under any specific category and does not engage in capital allocation or pension consulting. Its advisory activities are centered on providing tailored investment strategies, although it does not actively pursue ESG investments. The firm operates under a fixed fee structure, indicating a straightforward approach to client billing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents15%
- US Government Bonds10%
Contacts
1 of 1John Merrill
PrincipalCRD 1498358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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