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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VitalMomentum element +more
- Established Date
- 01-06-2016
- Office Locations
- 1
Office Locations
About Legacy Wealth Advisors, LLC
Legacy Wealth Advisors is a Michigan-based RIA serving individuals and families with a retirement-focused, comprehensive planning approach. The firm combines portfolio management with tax planning and coordinated estate planning, including a partnership with Stewart and Bruss, PC. Investment management is built around a disciplined process aligned to each client’s risk tolerance and goals; custody includes Charles Schwab.
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Owner & Executives
JEFFREY JAMES BRUSS
Financial Advisor, General Partner, Managing Member
- CRD
- #6570192
- Ownership
- 50% but less than 75%
GREGORY M CARRICO
Financial Advisor, President
- CRD
- #5266398
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,310,152 | $219,784 |
| Non-Discretionary | $0 | -- |
| Total | $132,310,152 | $219,784 |
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Separately Managed Accounts
Total SMA Asset: $132,310,152
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $247,681,301 | 6.2% |
| Other | $403,480,829 | 10.1% |
| Equity - Exchange | $1,398,200,894 | 35.0% |
| Cash | $495,362,602 | 12.4% |
| U.S. Government/Agency | $1,450,134,071 | 36.3% |
| Total | $3,994,859,697 | 100.0% |