CRD: 277057
Legacy Investing & Wealth Management LLC
$993.3K Total AUM
$993.3K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
10 yrs Firm Age
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- Custodian
- Comerica Bank ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2015
- Office Locations
- 1
Office Locations
-- Upper Marlboro MD
About Legacy Investing & Wealth Management LLC
Legacy Investing & Wealth Management LLC is an independent Maryland-based RIA (est. 2015) providing portfolio management and financial planning, including retirement and insurance planning, for retail clients. The firm uses an asset-allocation approach with portfolios skewed heavily to ETFs, and reports custody relationships including Interactive Brokers.
Team overview
50 AVG AGE
$993.3K AVG AUM / ADVISOR
$110.4K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
DOUGLAS STEVEN HAYES
Account Executive, Owner
- CRD
- #6530647
- 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 | $993,309 | -- |
| Non-Discretionary | $0 | -- |
| Total | $993,309 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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