Legacy Builders Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289988
- Website
- legacybuildersfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals64.08%
- HNWI35.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Builders Financial, LLC is an independent, California-registered advisory firm organized as an LLC and owned by an individual. The practice serves individuals and families and offers financial planning and portfolio management for individuals and small businesses. Its client fees are charged as a combination of a percentage of assets under management and fixed fees. The adviser is not positioned as an ESG investor, does not operate as a multi-state or pension consultant, and does not act as a capital allocator.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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