Legacy Wealth Management Inc


Assets, Funds, Holdings

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Legacy Wealth Management Inc
CRD #108619
SEC #801-18073
AUM $1.5 BB (94% Disc, 100% US, 2020-03-10)
Employees23 (78% Investors, 0% Brokers)
Address1715 Aaron Brenner Dr
Memphis, TN 38120-1443
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
IWB 267.2
IJH 67.0
SCHM 39.5
IWM 28.5
VTI 3.6
SCHK 3.1
SPY 2.6
SCHX 2.1
SCHA 1.1
IJR 0.8
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
RFG Advisory LLC
AL 1.5
GMT Capital Corp
GA 1.5
WFG Advisors LP
TX 1.5
Western Wealth Management LLC
CO 1.5
Fintrust Capital Advisors LLC
SC 1.5
Stonebridge Capital Advisors LLC
MN 1.5
Huber Financial Advisors LLC
IL 1.5
First Heartland Consultants Inc
MO 1.5
Larson Financial Group LLC
MO 1.5
Avatar Investors Associates Corp
NY 1.5
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