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LEGACY HARBOR
CRD 118187
6417 BERWYN DRIVE, PLANO, TX, 75093, United States
Phone
(972) 608-1040
Fax
(972) 608-1044
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$8.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Partnership
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $3.5M |
| High net worth individuals | 4 | $4.5M |
Official SEC filing: View on IAPD