Legacy Advisory Group, Inc

Overview

Legacy Advisory Group, Inc. is a privately owned advisory firm that manages portfolios for individuals, families and small business clients and also serves some institutional relationships. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than pension consulting or multi-state advisory services. It does not identify as an active ESG investor and is classified as an individual-owned corporation. Its advisory activity centers on direct portfolio management for individuals and small businesses, and the firm maintains industry ties with accountants and an insurance company, suggesting integrated planning and insurance-capability relationships may play a role in client service and product access.

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Public Holdings

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Location & Offices