CRD: 322235
Legacy Wealth Management Group, Inc.
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- Custodian
- LPL Financial · Merrill Lynch · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About Legacy Wealth Management Group, Inc.
Legacy Wealth Management Group, Inc. is a Lynchburg, VA registered investment adviser serving families with hands-on financial planning and portfolio management built around high-touch, face-to-face service. The firm runs seminars and client education events from a 15-acre campus with a 14,000 sq. ft. facility that can host up to 500 attendees. Investment implementation includes ETFs and mutual funds, with insurance/annuity planning and tax and estate planning support. Custody includes Merrill Lynch.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ronald Jacob Dawson
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5418933
- Ownership
- 25% but less than 50%
JOSHUA DAVID STAMM
Investment Advisor, PARTNER
- CRD
- #4557338
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Mark Clement Boccarossa
Investment Advisor
- CRD
- #7557936
Branden Curtiss Bosch
Owner
- CRD
- #6294473
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,830,000 | $166,187 |
| Non-Discretionary | $0 | -- |
| Total | $289,830,000 | $166,187 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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