Legacy Integrated

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

13965 W Chinden Blvd Ste 100, Boise, Ida...

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Legacy Integrated

Legacy Integrated specializes in tax-smart investing, helping clients minimize the impact of taxes on their investment returns. Their elite team provides advisory services tailored to both personal and business profitability. The company aims to assist clients in building their financial legacy while navigating the constantly changing tax landscape. Legacy Integrated operates through Legacy Wealth Management, LLC, a registered investment advisor with the SEC.Explore more
Legacy Integrated's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Legacy Integrated Org Chart

AH
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Founding Partner & Chief Executive Officer

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HJ
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Director, Operations

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Operations Specialist

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KS
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Operations Specialist

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Compare Similar Companies to Legacy Integrated

Compare insights from companies similar to Legacy Integrated, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Integrated

<$5M
1-10
Private
-
2019
AH
Acen HansenFounding Partner & CEO
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
<$5M
2009
LW
Lisa WozneyManager, Client Relations
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Legacy Integrated Tech Stack

A closer look at the technologies used by Legacy Integrated

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Frequently Asked Questions Regarding Legacy Integrated

What is Legacy Integrated's official website?
Legacy Integrated's official website is www.thelegacyintegrated.com
What is Legacy Integrated's Revenue?
Legacy Integrated's revenue is <$5 Million
What is Legacy Integrated's SIC code?
Legacy Integrated's SIC: 62,628
What is Legacy Integrated's NAICS code?
Legacy Integrated's NAICS: 52,523
How many employees does Legacy Integrated have?
Legacy Integrated has 1-10 employees
What industry does Legacy Integrated belong to?
Legacy Integrated is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Legacy Integrated competition?
Legacy Integrated top competitors include: Ratcliff Financial Services, Wealth Advisory Services, Barclay Breland Family Office, Fulcrum Wealth Advisors
What technology does Legacy Integrated use?
Some of the popular technologies that Legacy Integrated uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Microsoft 365
What does Legacy Integrated do?

Legacy Integrated specializes in tax-smart investing, helping clients minimize the impact of taxes on their investment returns. Their elite team provides advisory services tailored to both personal and business profitability. The company aims to assist clients in building their financial legacy while navigating the constantly changing tax landscape... . Legacy Integrated operates through Legacy Wealth Management, LLC, a registered investment advisor with the SEC.Read More

What are Legacy Integrated social media links?
Legacy Integrated Linkedin page
Is Legacy Integrated a public company?
Legacy Integrated is private company therefore does not currently have an official ticker symbol
See more information about Legacy Integrated

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