LEGACY WEALTH - Financial Advisor in Minnesota, Woodbury

Tel: 651-621-2383 683 Bielenberg Drive Suite 101 Woodbury, Minnesota 55125

About LEGACY WEALTH

LEGACY WEALTH is a Woodbury, Minnesota based financial advisory firm with nearly $413,000,000 in assets under management and provides investment advisory services for 1053 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

306732

Firm SEC#:

801-118042

Assets Under Management:

$413,000,000

No. of Clients:

1053

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Minnesota?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Minnesota, Woodbury

FirmCRD#:308193

SEC#:801-118868

No. of Advisors:21

No. of Clients:4081

AUM:$1,247,926,037

FirmCRD#:285991

SEC#:801-108984

No. of Advisors:16

No. of Clients:2466

AUM:$512,459,314

FirmCRD#:322783

SEC#:801-126424

No. of Advisors:6

No. of Clients:1121

AUM:$234,430,771

FirmCRD#:285243

SEC#:801-108540

No. of Advisors:8

No. of Clients:1266

AUM:$222,763,182

FirmCRD#:300992

SEC#:801-115080

No. of Advisors:3

No. of Clients:268

AUM:$180,642,870

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PINE GROVE FINANCIAL GROUP

308193

801-118868

4081

$1,247,926,037

BALLAST ADVISORS, LLC

285991

801-108984

2466

$512,459,314

TRUE VISION FINANCIAL ADVISORS

322783

801-126424

1121

$234,430,771

RELEVE FINANCIAL GROUP

285243

801-108540

1266

$222,763,182

ENSPYRE WEALTH ADVISORS, INC.

300992

801-115080

268

$180,642,870