Legacy Asset Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
3411 Richmond Ave Ste 750, Houston, Texa...Phone Number
(713) 355-7171Website
www.legacyasset.comRevenue
$5.7 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Legacy Asset Management
Legacy Asset Management Inc. is an Independent Registered Investment Advisory firm that specializes in fee-based financial planning, portfolio management, and retirement plan consulting for both individuals and corporate accounts. Established in 1998, the firm is dedicated to assisting clients in building and protecting their financial future through personalized solutions. Their expert team, equipped with credentials in financial planning and investments, caters to individuals looking for financial advice, entrepreneurs aiming to optimize savings, and employers interested in implementing retirement plans for their employees.Explore more
Legacy Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Asset Management
$5.7M
1-10
Private
-
1998
JB
Joseph BirkoferSenior VP, Retirement Plan Consulting
Company Profile Activity
Activity Insights
Legacy Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legacy Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Asset Management.
Legacy Asset Management Tech Stack
A closer look at the technologies used by Legacy Asset Management
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Legacy Asset Management Inc. is an Independent Registered Investment Advisory firm that specializes in fee-based financial planning, portfolio management, and retirement plan consulting for both individuals and corporate accounts. Established in 1998, the firm is dedicated to assisting clients in building and protecting their financial future throu... Read More
