Legacy Wealth Management

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Legacy Wealth Management — overview

About

Legacy Wealth Management is a Boise, Idaho-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include financial planning, financial consulting, risk management, insurance planning, investment planning, tax planning, investment management, portfolio management, and wealth management. The firm provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, limited liability companies, partnerships, corporations, families, and business entities.

Legacy Wealth Management - known decision makers (50)

Position	Location	Asset Class
Portfolio Analyst	Boise, US	PEREINFPDNR
Investment Advisor Representative	Boise, US	PEREINFPDNR
Chief Compliance Officer	Boise, US	PEREINFPDNR
Chief Executive Officer	Boise, US	PEREINFPDNR
Chief Operations Officer	Boise, US	PEREINFPDNR

Showing 5 of 50 known decision makers Legacy Wealth Management

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