Company Overview
- Headquarters
- 3411 Richmond Ave Suite 750, Houston TX
- Website
- legacyasset.com
- Phone
- (713) 355-****
- Employees
- 16
- Founded in
- 1998
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$6B
Who is Legacy Asset Management
Legacy Asset Management Inc. is an independent Registered Investment Advisory firm based in Houston, Texas. The company employs 16 people and generates $6.1 million in annual revenue. Legacy Asset Management provides a range of financial services, including portfolio management consulting, financial planning, and retirement plan consulting. They serve both individual clients and corporate accounts. Founded in 1998 by Joseph Birkofer and Richard Kaplan, Legacy Asset Management is committed to providing objective, fee-based solutions tailored to each client's unique financial needs, investment philosophies, and risk tolerances. The company is licensed by the U.S. Securities and Exchange Commission (SEC) and is a member of FINRA and SIPC. Clients can visit legacyasset.com or contact Legacy Asset Management directly for more information.
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|---|---|---|---|---|
| 6M | 18 | Mesa, AZ | 1954 | |
| 6M | 95 | San Diego, CA | 1996 | |
| 6M | 6 | Los Angeles, CA | 2002 | |
| 6M | 5 | Colorado Springs, CO | 1990 | |
| 6M | 8 | Boca Raton, FL | 2012 |