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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.
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Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
MICHAEL JOHN POLAKOVIC
Chief Compliance Officer, President
- CRD
- #4498827
- Ownership
- 75% or more
JOSEPH MICHAEL POLAKOVIC
President
- CRD
- #5998063
- Ownership
- Less than 5%
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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