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About William C. Overcast of LEGACY WEALTH

William C. Overcast is Director Of Financial Planning at Legacy Wealth Management Inc and has been affiliated with Legacy Wealth Management Inc since May-2012.

Legacy Wealth Management Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 21 employees, of which 17 perform investment advisory functions. The managers's latest filing has disclosed 338MM in positions, which represents 32% of the manager's regulatory AUM.

For more on Legacy Wealth Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: N/A/yr

Co-workers of William C. Overcast at LEGACY WEALTH

Name Title In Position Since
Hallie L. Peyton Director Of Client Service April-2013
James J. Isaacs Ceo & President February-2011
Cathy A. Simmons Chief Compliance Officer April-2007
Duncan L. Miller Managing Director Of Client Service April-2013
Howard C. Daves Controller January-2005
Lindsey B. Mazzola Director Of Client Operations May-2012
E C. Jalenak Director Of Wealth Planning January-2013
Robin K. Sievers Director Of Client Service April-2013

LEGACY WEALTH Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWB 64.83706% ETF 3.2% 3.1% 0.06% 1 5%
IJH 17.74874% ETF 2.86% 3.1% -0.04% 0 5%
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William C. Overcast Office Address

MEMPHIS, Tennessee
UNITED STATES, 38120-1443

William C. Overcast Contact Information

Phone Number: 901-758-9006
Fax Number: 901-758-9007



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