CRD: 117423
Legacy Investment Strategies, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2002
- Office Locations
- 4
Office Locations
About Legacy Investment Strategies, LLC
Legacy Investment Strategies is a Metairie, LA-based RIA providing ongoing financial planning and investment management, with integrated tax, risk, insurance, education (529), charitable giving, and retirement income planning. The firm emphasizes diversified portfolios using mutual funds/index funds and ETFs, with access to annuity solutions, and typically custodying client assets at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES WILLIAM OLSEN
Managing Member
- CRD
- #857594
- Ownership
- 75% or more
ERIC FENLASON
Chief Compliance Officer, Chief Investment Officer
- CRD
- #6211962
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
DAVID MATTHEW COLLINS
Advisor
- CRD
- #2426858
John K Dawes
--
- CRD
- #6824322
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,376,602 | -- |
| Non-Discretionary | $0 | -- |
| Total | $111,376,602 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing