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Financial Advisor
Idaho
Boise
LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC

Tel: 208-955-0500 13965 W. Chinden Blvd. Suite 100 Boise, Idaho 83713

About LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC is a Boise, Idaho based financial advisory firm with nearly $373,210,168 in assets under management and provides investment advisory services for 3537 clients. There are currently 36 financial advisors at the firm.

General Information
Firm CRD#:

174767

Firm SEC#:

801-113480

Assets Under Management:

$373,210,168

No. of Clients:

3537

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING)

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