Legacy Asset Management Inc

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Assets, Funds, Holdings

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Legacy Asset Management Inc
CRD #111423
SEC #801-57208
CIK #
AUM $161.7 MM (2024-05-13)
Employees 7 (43% Investors, 0% Brokers)
Phone713-355-7171
Address3411 Richmond Ave
Houston, TX 77046
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
60048036024012002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 144 37.3
(b) Individuals (high net worth individuals) 36 111.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 14 9.8
(h) Charitable organizations 5 3.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 522 161.7
By Discretionary
Discretionary 450 141.5
Non-Discretionary 72 20.2
Total 522 161.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 161.7
Total 522 161.7
Comparable Firms State AUM ($BB)
IKE Capital LLC
NY 0.2
SFC Financial LLC
MO 0.2
Strategic Financial Management LLC
NJ 0.2
ORCA Investment Management LLC
OR 0.2
Independent Wealth Management LLC
MI 0.2
Kiker Wealth Management LLC
GA 0.2
DEW Point Capital Inc
CA 0.2
Maclean Capital Advisors LLC
CA 0.2
Motiv8 Investments LLC
FL 0.2
Woodmont Advisory Group Inc
MS 0.2
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