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ANCORATO
LEGACY INVESTMENT SOLUTIONS, LLC
CRD 322695 · SEC 801-126757
13965 W. CHINDEN BLVD #100, BOISE, ID, 83713, United States
Phone
208-925-0006
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.7M
Discretionary AUM
$277.1M
Team
18 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; CONTRACTUAL PAYMENT FOR ADVISOR EDUCATION/CONSULTING SERVICES
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Portfolio management (investment companies)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $6.5M |
| Other investment advisers | 4 | $277.1M |
| Corporations/business entities | 1 | $0 |
States served
ID
All web addresses on file
Official SEC filing: View on IAPD