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THE LEGACY COLLABORATIVE, INC.
CRD 114591
3512 PAESANOS PARKWAY, SUITE 200, SAN ANTONIO, TX, 78231-1248, United States
Phone
210-664-9500
Fax
210-664-9700
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $4.5M |
Official SEC filing: View on IAPD