Company Overview
- Headquarters
- US
- Website
- legacygroupks.com
- Employees
- 1
- Industry
- Accounting
Financials & Stats
Revenue
$1B
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
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