Legacy Wealth Planning is an investment advisor in Reno with $294.01 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204458937
SEC advisor number
801-111791
FINRA CRD number
289212
AUM ?
$343.12 mm
(as of 22 Mar 23)
Accounts
489
(as of 22 Mar 23)
Employees
10
(7 investment advisory or research)
Address
Legacy Wealth Planning
10599 DOUBLE R BLVD
RENO
NV 89521
10599 DOUBLE R BLVD
RENO
NV 89521
Phone
7757428742
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
3 Nov 20