Legacy Wealth Management Inc

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Assets, Funds, Holdings

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CAFR Data
Legacy Wealth Management Inc
CRD #108619
SEC #801-18073
CIK #
AUM $1.5 BB (94% Disc, 100% US, 2020-03-10)
Employees23 (78% Investors, 0% Brokers)
Phone901-758-9006
Address1715 Aaron Brenner Dr
Memphis, TN 38120-1443
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
1490119289459629801999200620132021
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 ($)
3853082311547702012201420162019
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