L
CRD: 324442
Legacy Wealth Advisors, Ltd.
Phoenix, AZ, 85014
9288999132
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2023
- Office Locations
- 1
Office Locations
4745 North 7TH Street Suite 430 Phoenix AZ
About Legacy Wealth Advisors, Ltd.
Legacy Wealth Advisors, Ltd. is a Phoenix-based RIA. The firm has been operating for 3 years. Managing $3.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Catalyst element Optima
Investment Themes
Vertex prime Value
Investment Vehicles
Catalyst fusion Harbor capital
Services
Peak Element insight Zenith Vital horizon Summit
Owner & Executives
M
Mitchell Reagan Eaton
Chief Compliance Officer, PRINCIPAL
- CRD
- #7674532
- Ownership
- 75% or more
(387) 686-2667
pathway.fusion@summitcapital.com
in linkedin.com/in/prime-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,826,481 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,826,481 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,826,481
Cash:
43.2% Equity - Exchange:
36.4% U.S. Government/Agency:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $561,469,003 | 43.2% |
| Equity - Exchange | $473,089,623 | 36.4% |
| U.S. Government/Agency | $265,138,140 | 20.4% |
| Total | $1,299,696,766 | 100.0% |