Frequently Asked Questions (FAQ) About
Legacy Wealth Management Inc
- Where is Legacy Wealth Management Inc Located
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1715 AARON BRENNER DR., SUITE 301, MEMPHIS, TN
- Legacy Wealth Management Inc: Is the firm operating under a legal name?
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The firm is using the following primary business name: Legacy Wealth Management Inc, while the legal name is: LEGACY WEALTH MANAGEMENT INC
- Legacy Wealth Management Inc: How many employees does the firm employ?
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Legacy Wealth Management Inc has 23 employees, of which 18 are employees in advisory roles
- Legacy Wealth Management Inc: How many clients does the firm serve?
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It serves 10 clients.
- Legacy Wealth Management Inc: What are the top holdings of this firm?
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ISHARES TR RUS 1000 ETF SCHWAB STRATEGIC TRUST ISHARES TR CORE S&P MCP ETF SCHWAB STRATEGIC TR US MID-CAP ETF ISHARES TR CORE S&P SCP ETF ISHARES TR RUSSELL 2000 ETF VANGUARD INDEX FDS TOTAL STK MKT SCHWAB STRATEGIC TR SPDR S&P 500 ETF TR TR UNIT SCHWAB STRATEGIC TR US SML CAP ETF
- Legacy Wealth Management Inc: What other investment firms are located in the vicinity?
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Green Square Asset Management LLC Banes Capital Management LLC Highland Capital Management LLC Gerber/Taylor Associates Inc JCAP Advisors LLC Commerce Asset Management LLC Southeastern Asset Management Inc Green Square Capital LLC Invictus Fiduciary Services LLC Summit Asset Management LLC