LEGACY WEALTH MANAGEMENT GROUP, INC.
Tel: 434-266-1214 1971 English Tavern Road Lynchburg, Virginia 24501
About LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH MANAGEMENT GROUP, INC. is a Lynchburg, Virginia based financial advisory firm with nearly $207,670,000 in assets under management and provides investment advisory services for 1338 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
322235
Firm SEC#:
801-126092
Assets Under Management:
$207,670,000
No. of Clients:
1338
No. of Advisors:
12
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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