LEGACY WEALTH ADVISORS, LLC
Tel: 305-808-6140 801 Brickell Avenue Suite 2550 Miami, Florida 33131
About LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC is a Miami, Florida based financial advisory firm with nearly $254,931,581 in assets under management and provides investment advisory services for 216 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
326117
Firm SEC#:
801-128702
Assets Under Management:
$254,931,581
No. of Clients:
216
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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