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LEGACY WEALTH MANAGEMENT
LEGACY WEALTH MANAGEMENT, LLC
CRD 329837
101 N TRYON STREET SUITE 600, CHARLOTTE, NC, 28246, United States
Phone
9804944417
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
All web addresses on file
Official SEC filing: View on IAPD