LEGACY WEALTH
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
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