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LEGACY INVESTMENT ADVISORS INC.
CRD 124554
100 GRANDVIEW ROAD, SUITE 412, BRAINTREE, MA, 02184, United States
Phone
781-380-1017
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $243K |
| High net worth individuals | 7 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD