Legacy Asset Management

Legacy Asset Management

Financial Services, 3411 Richmond Ave Ste 750, Houston, Texas, 77046, United States, 1-10 Employees

legacyasset.com

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Who is LEGACY ASSET MANAGEMENT

Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement p...

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  • 3411 Richmond Ave Ste 750, Houston, Texas, 77046, United States Headquarters: 3411 Richmond Ave Ste 750, Houston, Texas, 77046, United States
  • 1998 Date Founded: 1998
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Frequently Asked Questions Regarding Legacy Asset Management

Answer: Legacy Asset Management's headquarters are located at 3411 Richmond Ave Ste 750, Houston, Texas, 77046, United States

Answer: Legacy Asset Management's official website is https://legacyasset.com

Answer: Legacy Asset Management's revenue is $10 Million to $25 Million

Answer: Legacy Asset Management's SIC: 6282

Answer: Legacy Asset Management has 1-10 employees

Answer: Legacy Asset Management is in Financial Services

Answer: Legacy Asset Management contact info: Phone number: Website: https://legacyasset.com

Answer: Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning is committed to evaluating and implementing the best solutions for our clients investment needs. Legacy Asset Management was founded in 1998 by Joseph Birkofer & Richard Kaplan, Investment Professionals and former Trust Officers with Chase Bank of Texas (formerly Texas Commerce Bank). Legacy is licensed by the U. S. Securities and Exchange Commission (SEC) as an Investment Advisor, as well as a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) The professionals at Legacy recognize that every individual has unique goals, investment philosophies and tolerances for risk. In all cases, we work closely with our clients to devise the most appropriate solutions for their personal financial needs, their businesses and their families. We are Trusted Financial Advisors who believe reputation matters

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