$61.0M Total AUM
$61.0M Disc. AUM
-- 3Y CAGR
2 Employees
492 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy optimaAtlas +more
- Established Date
- 02-02-2022
- Office Locations
- 1
Office Locations
140 ELM Wyandotte MI
About Legacy Investment Advisors LLC
Legacy Investment Advisors (Legacy Advisors) delivers comprehensive wealth management for multi-generational families and business owners, coordinating lifetime, investment, estate, continuity, and philanthropic planning plus retirement plan services. The firm emphasizes tax-efficient portfolio design across complex structures and typically implements using ETF-based portfolios, with Schwab as custodian.
Team overview
-- AVG AGE
$30.5M AVG AUM / ADVISOR
$124.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Request access to benchmark trends tied to insight.
Unlock to see real insight on legacy crest summit.
Request access to benchmark trends tied to frontier.
See the complete signal summary connected to zenith.
Request access to benchmark trends tied to summit.
Request access to benchmark trends tied to vertex.
Upgrade to reveal position-level detail across peak wave.
Request access to benchmark trends tied to optima.
Asset Classes
Pathway Radial Pioneer alpha
Client Personas
Harbor
Custodian
Catalyst ember Momentum foundation
Investment Themes
Pathway Harbor radial
Investment Vehicles
Atlas
Platform
Bridge Bridge delta
Services
Crest Quantum horizon Vital harbor Ridge ridge Legacy Element glacier Ember frontier Beacon north Capital matrix Pioneer crest
Technology
Capital Beacon North momentum
Owner & Executives
P
Patrick Allen Guentner
Chief Compliance Officer, Managing Member
- CRD
- #2633545
- Ownership
- 75% or more
(622) 396-7442
focus.bridge@unisoncapital.com
in linkedin.com/in/ridge-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
B
Brian Michael Teets
--
- CRD
- #7780311
(800) 824-4324
optima.oak@signalcapital.com
in linkedin.com/in/signal-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $61,000,000
Equity - Exchange:
23.8% Corporate - Investment Grade:
6.4% Corporate - Non-Investment Grade:
7.8% Public Funds:
21.7% Municipal Bonds:
8.1% U.S. Government/Agency:
10.7% Cash:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,546,430,298 | 23.8% |
| Corporate - Investment Grade | $415,846,803 | 6.4% |
| Corporate - Non-Investment Grade | $506,813,291 | 7.8% |
| Public Funds | $1,409,980,566 | 21.7% |
| Municipal Bonds | $526,306,110 | 8.1% |
| U.S. Government/Agency | $695,243,874 | 10.7% |
| Cash | $1,396,985,354 | 21.5% |
| Total | $6,497,606,296 | 100.0% |