Legacy Capital
Finance · Arkansas, United States · 1-10 Employees
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Overview
Headquarters
8315 Cantrell Rd Ste 200, Little Rock, A...Phone Number
(501) 376-7878Website
www.legacycapitalwp.comRevenue
<$5 MillionIndustry
About Legacy Capital
Legacy Capital Group is a locally-owned boutique firm that specializes in wealth management solutions, including financial planning, legacy planning, asset management, and insurance services. They adopt a team-oriented and holistic approach to cater to their clients' complex financial lives, particularly targeting individuals with significant wealth. Their clients appreciate the firm's ability to manage and coordinate their financial complexities, ensuring the preservation of personal legacies. With offices in Little Rock and Northwest Arkansas, they emphasize personalized service and collaboration with professional advisors.Explore more
Legacy Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Capital
<$5M
1-10
Private
-
1999
AJ
Almi Jessica Sorg FALUVice President, Life Insurance Operations
Legacy Capital Tech Stack
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Frequently Asked Questions Regarding Legacy Capital
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Legacy Capital Group is a locally-owned boutique firm that specializes in wealth management solutions, including financial planning, legacy planning, asset management, and insurance services. They adopt a team-oriented and holistic approach to cater to their clients' complex financial lives, particularly targeting individuals with significant wealt... Read More
