A
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
-- Bellevue WA
About American Legacy Capital
American Legacy Capital is a Bellevue-based RIA. The firm has been operating for 8 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
40 AVG AGE
$5.9M AVG AUM / ADVISOR
$978.9K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
N
NAN CHENG NEWMAN
Chief Compliance Officer, Founder, President
- CRD
- #4882181
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,872,299 | -- |
| Non-Discretionary | $965 | -- |
| Total | $5,873,264 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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