L
CRD: 152879
Legacy Global Management, L.l.c.
$17.5M Total AUM
$750.3K Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2011
- Office Locations
- 1
Office Locations
-- Chesapeake VA
About Legacy Global Management, L.l.c.
Global Legacy Management, LLC is a veteran-owned firm serving individuals and business owners with holistic planning and risk-focused strategies, including insurance, real estate, and consulting support. The practice provides investment planning and asset management with an ETF-centric portfolio approach, and also uses mutual funds and annuities where appropriate.
Team overview
-- AVG AGE
$17.5M AVG AUM / ADVISOR
$273.2K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Available
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Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANTONIO JAHMAL MORRISON
Investment Advisor, Managing Member
- CRD
- #4346455
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $750,265 | -- |
| Non-Discretionary | $16,731,654 | -- |
| Total | $17,481,919 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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