Reese Legacy Capital
Firm details
- Headquarters
- East Petersburg, Pennsylvania
- CRD number
- 343173
- Website
- reeselegacycapital.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Reese Legacy Capital is a Pennsylvania-registered limited liability company that provides portfolio management services for individuals and small businesses. The firm is owned by an individual principal and charges clients on a percentage-of-assets-under-management basis. It does not identify itself as an ESG investor, does not operate across multiple states, and does not position itself as a capital allocator or pension consultant.
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
Owners & executives
1 of 1
Robert Reese
Founder and CEOCRD 8300709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Petersburg, PA
Lancaster
Location
East Petersburg, PA
Headquartered in East Petersburg, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 2011 State St
- Time zone
- ET (UTC-5)
- Office locations
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