Frequently Asked Questions (FAQ) About
Legacy Wealth Management LLC
- Where is Legacy Wealth Management LLC Located
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13965 W. CHINDEN BLVD., SUITE 100, BOISE, ID
- Legacy Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Legacy Wealth Management LLC, while the legal name is: LEGACY WEALTH MANAGEMENT, LLC
- Legacy Wealth Management LLC: How many employees does the firm employ?
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Legacy Wealth Management LLC has 18 employees, of which 15 are employees in advisory roles
- Legacy Wealth Management LLC: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Legacy Wealth Management LLC: 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 LLC: What other investment firms are located in the vicinity?
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Kelly WOOD Financial Group LLC DB Fitzpatrick & Co Inc The Caprock Group Inc The Helmstar Group LLC Mountain Pacific Investment Advisers Inc Petso Financial Consultants LLC PINNACLE PORTFOLIO ADVISORS Selway Asset Management Inc Pacific Value LLC TBFM LLP