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Legacy Asset Management Inc
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CRD # | 111423 |
SEC # | 801-57208 |
CIK # | |
AUM | $161.7 MM (2024-05-13) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 713-355-7171 |
Address | 3411 Richmond Ave Houston, TX 77046 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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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 |