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- Custodian
- Interactive Brokers ยท Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-24-2010
- Office Locations
- 1
Office Locations
About Legacy Financial
Legacy Financial is a Front Royal, VA-based wealth management and financial planning firm providing hands-on, confidential guidance for individuals and families, including retirees and business owners. The firm emphasizes aligning decisions across investing, retirement planning, and insurance to client values and long-term goals with a disciplined approach, and highlights CFP, CFA, and CPA designations. Portfolios are implemented primarily with ETFs and public funds, with custody support including Fidelity/NFS.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
STEVEN ALLEN SCHETROM II
Investment Advisor
- CRD
- #5534326
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,395,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,395,780 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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