Legacy Advisory Group

  • Accounting
  • US
  • 1 employee
  • Accounting
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Company Overview

Headquarters
US
Website
legacygroupks.com
Employees
1
Industry
Accounting
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Financials & Stats

Revenue

$1B

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Who is Legacy Advisory Group

Legacy Advisory Group, LLC is a small investment advisory firm based in the United States. The company employs four people and generates approximately $0.5 million in annual revenue. Legacy Advisory Group, LLC is an independent Registered Investment Advisor specializing in asset management. They partner with Fidelity Institutional Wealth Management to provide clients with access to the resources of a large financial institution while maintaining the personalized attention and flexibility of a boutique firm. Legacy Advisory Group's investment philosophy centers around risk management. Their goal is to help clients achieve significant long-term returns while minimizing potential losses. They believe that mitigating portfolio losses is essential for sustainable growth and prefer a conservative approach to investing compared to a more aggressive "gunslinger" mentality often seen in the industry. For more detailed information about Legacy Advisory Group, LLC and its services, please visit their website at www.legacyadvisoryllc.com.

Company Leadership

Jeremy Young

Founder/Advisor

Phone Email

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FAQ

What is the location of Legacy Advisory Group's headquarters?
The headquarters of Legacy Advisory Group are situated at US
What is Legacy Advisory Group's official website?
The official website of Legacy Advisory Group can be found at legacygroupks.com.
What is Legacy Advisory Group's current revenue?
As of March 2019, Legacy Advisory Group's annual revenue reached $1B.
How many employees does Legacy Advisory Group currently have?
Legacy Advisory Group employs 1 person as of March 2019
Which industries is Legacy Advisory Group primarily operating in?
Legacy Advisory Group operates in the following industries: Accounting
Who is the Founder/Advisor of Legacy Advisory Group?
Legacy Advisory Group's Founder/Advisor is Jeremy Young

Employee Directory

Key Employees

Mary Owen

President

Phone Email

William Gray

Financial Advisor

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