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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Summit horizon
- Established Date
- 01-25-2010
- Office Locations
- 1
Office Locations
About Legatrust Financial Advisors, Inc.
Legatrust Financial Advisors, Inc. is an independent RIA in St. Louis providing financial planning and portfolio management, including estate/charitable planning, business succession, and insurance guidance. Portfolios lean heavily on ETFs and public funds with an asset-allocation and risk-management approach, and the firm supports workflows on Schwab and Altruist, using eMoney and Nitrogen.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS J DOOLEY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4980596
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,200,000 | -- |
| Non-Discretionary | $7,950,000 | -- |
| Total | $25,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,150,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,116,161,716 | 36.5% |
| Public Funds | $1,579,424,431 | 18.5% |
| Cash | $3,841,843,211 | 45.0% |
| Total | $8,537,429,358 | 100.0% |