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| Legacy Wealth Management Group Inc
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| |
|---|---|
| CRD # | 322235 |
| SEC # | 801-126092 |
| CIK # | 0001488921 |
| AUM | $207.7 MM (2024-03-07) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 434-266-1214 |
| Address | 1971 English Tavern Road Lynchburg, VA 24501 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| T | 147,547.0 | 1.7 | |
| AAPL | 2,382,844.0 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 752 | 87.1 |
| (b) Individuals (high net worth individuals) | 50 | 117.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 7 | 1.4 |
| (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 | 11 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,338 | 207.7 |
| By Discretionary | ||
| Discretionary | 1,338 | 207.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,338 | 207.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.7 | |
| Total | 1,338 | 207.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001488921] |
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|---|---|---|
|
Dudley Capital Management LLC
✚
|
VA | 0.2 |
|
Blue Spark Capital Advisors LLC
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NY | 0.2 |
|
RM Financial Services LLC
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ME | 0.2 |
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Harbor Island Capital LLC
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True Measure Wealth Management
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NE | 0.2 |
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Northeastern Star Asset Management Inc
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Advyzon Investment Management LLC
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IL | 0.2 |
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TPG Advisors LLC
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IL | 0.2 |
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Cutter Financial Group LLC
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MA | 0.2 |
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RIA Services LLC
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WI | 0.2 |