Legacy Foundation

Q: What is Legacy Foundation's official website?

Legacy Foundation's official website is www.yourlegacyfoundation.com

Q: What is Legacy Foundation's Revenue?

Legacy Foundation's revenue is <$5 Million

Q: What is Legacy Foundation's SIC code?

Legacy Foundation's SIC: 62,628

Q: What is Legacy Foundation's NAICS code?

Legacy Foundation's NAICS: 52,523

Q: How many employees does Legacy Foundation have?

Legacy Foundation has 1-10 employees

Q: What industry does Legacy Foundation belong to?

Legacy Foundation is in the industry of: Finance , Securities Trading

Q: What is Legacy Foundation competition?

Legacy Foundation top competitors include: Stockade Wealth Management , Focus Financial Network , Raymond James & Associates , Prism Financial Group

Q: What technology does Legacy Foundation use?

Some of the popular technologies that Legacy Foundation uses are: Squarespace Online Stores, Proofpoint, Google Tag Manager, Google Workspace

Q: How do I contact Legacy Foundation?

Legacy Foundation contact info: Phone number: (434) 971-5917 Website: www.yourlegacyfoundation.com

Q: What does Legacy Foundation do?

The Legacy Foundation is an independent fee-based advisory firm that specializes in financial consulting for university professionals. They offer services such as financial planning, asset management, and sustainable investing, focusing on personalized investment strategies that reflect clients' risk profiles. The firm is committed to providing a s... ystematic approach to financial planning and ongoing portfolio management, while also integrating environmental, social, and governance (ESG) factors into their investment processes. Their independence allows them to explore a wide range of investment vehicles, enhancing the potential for client success. Read More

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

1415 Rolkin Ct Ste 204, Charlottesville,...

Phone Number

(434) 971-5917

Website

www.yourlegacyfoundation.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Legacy Foundation

The Legacy Foundation is an independent fee-based advisory firm that specializes in financial consulting for university professionals. They offer services such as financial planning, asset management, and sustainable investing, focusing on personalized investment strategies that reflect clients' risk profiles. The firm is committed to providing a systematic approach to financial planning and ongoing portfolio management, while also integrating environmental, social, and governance (ESG) factors into their investment processes. Their independence allows them to explore a wide range of investment vehicles, enhancing the potential for client success.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Legacy Foundation Org Chart

Phone

Judy Esau

President

Phone

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