Legacy Capital Partners is an investment advisor in Milwaukee with $493.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391165644
SEC advisor number
801-8846
FINRA CRD number
105735
AUM ?
$493.64 mm
(as of 22 Feb 22)
Accounts
192
(as of 22 Feb 22)
Employees
6
(6 investment advisory or research)
Address
Legacy Capital Partners
1200 NORTH MAYFAIR ROAD
SUITE 360
MILWAUKEE
WI 53226
1200 NORTH MAYFAIR ROAD
SUITE 360
MILWAUKEE
WI 53226
Office hours
Monday - Friday, 8:00 TO 4:30
Phone
414-271-1664
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wickman, Thomas, J | President/treasurer | 10/1979 | 25-50% |
Brigman, Jeffry, J | Vice President/secretary/chief Compliance Officer | 01/1990 | 25-50% |
Janikowski, James, Charles | Senior Vice President | 10/2007 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
7 Jul 20
13F-HR
Quarterly holdings report by institutional manager
5 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Jan 20