L
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2021
- Office Locations
- 1
Office Locations
214 Perry Avenue Dothan AL
About Legacy Wealth Management Group, LLC
Legacy Wealth Management Group, LLC is a Dothan-based RIA. The firm has been operating for 5 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$318.8K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
REGINALD ALAN RHODES
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #1806586
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,594,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,594,010 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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