Legacy Wealth Management is an investment advisor in Boise with $275.89 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
200035809
SEC advisor number
801-113480
FINRA CRD number
174767
AUM ?
$275.89 mm
(as of 29 Jun 23)
Accounts
2,921
(as of 29 Jun 23)
Employees
36
(16 investment advisory or research)
Office hours
Monday - Friday, 8AM - 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rad, Andy, Albert | Managing Member | 01/2019 | > 75% |
Martin, Sean, R. | Chief Operations Officer | 05/2021 | < 5% |
Lee, Benjamin, Cory | Chief Compliance Officer | 03/2022 | < 5% |
Martin, Justin, C | Chief Executive Officer | 10/2022 | < 5% |
Latest ownership filings
No filings