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 03/31/21. The fund's latest filing disclosed 749MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 03/31/21. The fund's latest filing disclosed 749MM in positions, representing 71% of the manager's regulatory AUM.
LEGACY WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LEGACY WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 28.35% | ETF | 10.67% | -0.14% | 0 | 0% | ||
| SCHK | 24.83% | Financials | 10.81% | 1.21% | 18 | 0% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
LEGACY WEALTH Portfolio Concentration
LEGACY WEALTH Location
1715 AARON BRENNER DR.
SUITE 301
MEMPHIS, Tennessee
UNITED STATES, 38120-1443
SUITE 301
MEMPHIS, Tennessee
UNITED STATES, 38120-1443
LEGACY WEALTH Contact Information
Phone Number: 901-758-9006
Fax Number: 901-758-9007
Website: http://www.legacywealth.com
Fax Number: 901-758-9007
Website: http://www.legacywealth.com
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