L
CRD: 114868
Legacy Wealth Advisors, Inc.
Waxahachie, TX, 75165
9722689385
$49.9M Total AUM
$49.9M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2000
- Office Locations
- 1
Office Locations
408 Water Street Waxahachie TX
About Legacy Wealth Advisors, Inc.
Legacy Wealth Advisors, Inc. is a Waxahachie-based RIA. The firm has been operating for 26 years. Managing $49.9M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$269.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
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Asset Classes
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Investment Themes
Vital vital North Element zenith
Investment Vehicles
Momentum matrix
Services
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Owner & Executives
C
Christopher Joseph Tucker
Financial Analyst, President
- CRD
- #6609174
- Ownership
- 75% or more
(847) 504-9688
horizon.ridge@horizoncapital.com
in linkedin.com/in/pathway-atlas
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN DANIEL LANDRUM JR
--
- CRD
- #2424615
(426) 566-5095
signal.summit@beaconcapital.com
in linkedin.com/in/pathway-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,933,709 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,933,709 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,933,709
Equity - Exchange:
19.0% Public Funds:
16.8% Cash:
64.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $293,116,145 | 19.0% |
| Public Funds | $259,176,381 | 16.8% |
| Cash | $990,424,025 | 64.2% |
| Total | $1,542,716,551 | 100.0% |