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- Custodian
- Charles Schwab & Company ยท Great-West Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Legionce Investment Advisors, Inc.
Legionce Investment Advisors is an Englewood, CO RIA providing customized financial planning and portfolio strategies for individuals, families, business owners, and foundations. The firm emphasizes risk-aligned, volatility-aware investing and advises on retirement planning, education funding, and estate planning with impartial guidance. Custodies through Charles Schwab and primarily uses ETFs and government bonds alongside cash.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Vehicles
- Services
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The full Legionce Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JOHN POLAKOVIC
Chief Compliance Officer, President
- CRD
- #4498827
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,656,470 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,656,470 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Legionce Investment Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.