LEGACY WEALTH Overview

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 manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 367MM in positions, representing 35% of the manager's regulatory AUM.

LEGACY WEALTH StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LEGACY WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWB 59.48% ETF 1.58% 0.01% 2 4%
IJH 20.8% ETF 4.99% 0.71% 0 5%
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LEGACY WEALTH Founders and Key Employees

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
William C. Overcast Director Of Financial Planning May-2012
E C. Jalenak Director Of Wealth Planning January-2013
Robin K. Sievers Director Of Client Service April-2013

LEGACY WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

LEGACY WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Investing in securities involves risk of loss that clients should be prepared to bear.

Legacy’s basic approach to portfolio management is to use a globally diversified portfolio. Historically, equities have offered the potential for higher investment returns (and greater volatility) than cash or fixed income investments. In order to generate a higher rate of return, investors must increase the proportion of equities in their portfolio and accept greater variation of results (including declines in value).

Legacy invests client funds in stocks and bonds issued by companies and governments in the U.S. and abroad. The primary vehicles Legacy uses to invest in these asset classes are mutual funds and exchange traded funds (ETFs). For certain clients Legacy may also recommend separate portfolios of individual bonds managed by a sub-adviser or portfolios
with limited liquidity that are ...
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LEGACY WEALTH Portfolio Concentration

LEGACY WEALTH Location

1715 AARON BRENNER DR.
SUITE 301
MEMPHIS, Tennessee
UNITED STATES, 38120-1443

LEGACY WEALTH Contact Information

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

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