Legatum Services LLC
Firm details
- Headquarters
- St. Augustine, Florida
- CRD number
- 316299
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Legatum Services LLC is registered as an institutional RIA organized as an LLC that also operates as an insurance broker. Filings indicate the firm provides portfolio management for individuals and small businesses while its classification and client-base designation lean institutional. Its billing options include asset-based fees, hourly charges, and fixed-fee arrangements. The firm does not identify as an active ESG investor nor as a multi-state adviser.
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 Equities100%
Contacts
1 of 1Michael Crough
Investment AdvisorCRD 6009803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St. Augustine, FL
Saint Johns
Location
St. Augustine, FL
Headquartered in St. Augustine, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 4475 Us Highway 1 S
- Time zone
- ET (UTC-5)
- Office locations
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