LEGACY WEALTH ADVISORS, LTD.
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 324442
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.46%
- Individuals0.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Wealth Advisors, Ltd. is a small, privately owned corporate RIA that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and is owned by an individual rather than an institutional parent. It does not describe itself as a multi-state adviser, a capital allocator, or an active ESG investor. Its registered activities are limited to advisory work; it is not a pension consultant and does not list related adviser arrangements.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents59%
- Exchange Traded Equities31%
- US Government Bonds10%
Contacts
1 of 1Mitchell Eaton
PrincipalCRD 7674532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4745 N 7th St
- Time zone
- MT (UTC-7)
- Office locations
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