Legacy Resources

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

4128 Bristol Ct, Northbrook, Illinois, 6...

Phone Number

(847) 509-9868

Revenue

<$5 Million

Industry

Finance Securities Trading

About Legacy Resources

Legacy Resources, L.L.C. specializes in legacy planning and estate design, focusing on maximizing the meaning and impact of family wealth. They assist clients in navigating the complexities of wealth by creating structured plans that leverage human, intellectual, social, and financial capital. Their services are aimed at families looking to build a sustainable legacy and make informed financial decisions. The company operates as a registered investment advisor in North Carolina, providing tailored investment advice and planning services.Explore more
Legacy Resources's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Legacy Resources Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Resources

<$5M
1-10
Private
-
1996
MC
Marisol ChavezAdministrative Assistant
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
11-50
Private
-
2015
AL
Albert LuChief Information Security Officer & Director, Technology
<$5M
1-10
Private
-
2008
RP
Richard PetrellManaging Director, Client Relations
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
<$5M
2017
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Legacy Resources Tech Stack

A closer look at the technologies used by Legacy Resources

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Frequently Asked Questions Regarding Legacy Resources

What is Legacy Resources's official website?
Legacy Resources's official website is www.legacy-resources.com
What is Legacy Resources's Revenue?
Legacy Resources's revenue is <$5 Million
What is Legacy Resources's SIC code?
Legacy Resources's SIC: 62,628
What is Legacy Resources's NAICS code?
Legacy Resources's NAICS: 52,523
How many employees does Legacy Resources have?
Legacy Resources has 1-10 employees
What industry does Legacy Resources belong to?
Legacy Resources is in the industry of: Finance, Securities Trading
What is Legacy Resources competition?
Legacy Resources top competitors include: Alliance Wealth Advisors, Waypoint Partners, Salient Wealth Planning Group, Fiduciary Management Group
What technology does Legacy Resources use?
Some of the popular technologies that Legacy Resources uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Legacy Resources?
Legacy Resources contact info: Phone number: (847) 509-9868 Website: www.legacy-resources.com
What does Legacy Resources do?

Legacy Resources, L.L.C. specializes in legacy planning and estate design, focusing on maximizing the meaning and impact of family wealth. They assist clients in navigating the complexities of wealth by creating structured plans that leverage human, intellectual, social, and financial capital. Their services are aimed at families looking to build a... sustainable legacy and make informed financial decisions. The company operates as a registered investment advisor in North Carolina, providing tailored investment advice and planning services.Read More

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

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