Legacy Capital Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1151 Peru Olena Rd W, Norwalk, Ohio, 448...

Phone Number

(419) 663-3892

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Legacy Capital Advisors

Legacy Capital Advisors LLC provides a comprehensive suite of financial services aimed at helping businesses, farmers, and individuals plan their financial futures. Their offerings include estate planning, retirement planning, business succession, and wealth management, tailored to meet the unique goals of each client. With over 31 years of experience, their trusted advisors serve clients across Ohio and 17 other states, ensuring ongoing support as financial needs evolve. Legacy Capital Advisors positions itself as a long-term partner for clients seeking financial peace of mind.Explore more
Legacy Capital Advisors's Social MediaPopular SearchesLegacy Capital Advisors LLCCapital Advisors LLCLegacy Capital Advisors LLC - Norwalk, OHlegacy capital LLClegacy capital llcGetSIC Code 62,628NAICS Code 52,523Show more

Legacy Capital Advisors Org Chart

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TB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Capital Advisors

<$5M
1-10
Private
<$5M
2019
TB
Terry BroemmelsickPresident & Owner
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2002
GB
Gregory BrownPresident & CEO & Retirement Specialist
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Capital Advisors.

Legacy Capital Advisors financials insights

Gather financial insights about Legacy Capital Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Legacy Capital Advisors Tech Stack

A closer look at the technologies used by Legacy Capital Advisors

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Frequently Asked Questions Regarding Legacy Capital Advisors

What is Legacy Capital Advisors's official website?
Legacy Capital Advisors's official website is www.legacycapitaladvisorsllc.com
What is Legacy Capital Advisors's Revenue?
Legacy Capital Advisors's revenue is <$5 Million
What is Legacy Capital Advisors's SIC code?
Legacy Capital Advisors's SIC: 62,628
What is Legacy Capital Advisors's NAICS code?
Legacy Capital Advisors's NAICS: 52,523
How many employees does Legacy Capital Advisors have?
Legacy Capital Advisors has 1-10 employees
What industry does Legacy Capital Advisors belong to?
Legacy Capital Advisors is in the industry of: Finance, Securities Trading
What is Legacy Capital Advisors competition?
Legacy Capital Advisors top competitors include: Sterling Total Wealth Solutions, Asset & Income Management, Charles Carroll Financial Partners, Waterford Advisors
What technology does Legacy Capital Advisors use?
Some of the popular technologies that Legacy Capital Advisors uses are: GoCentral, PHP, Google Universal Analytics, Cloudflare CDN
How do I contact Legacy Capital Advisors?
Legacy Capital Advisors contact info: Phone number: (419) 663-3892 Website: www.legacycapitaladvisorsllc.com
What does Legacy Capital Advisors do?

Legacy Capital Advisors LLC provides a comprehensive suite of financial services aimed at helping businesses, farmers, and individuals plan their financial futures. Their offerings include estate planning, retirement planning, business succession, and wealth management, tailored to meet the unique goals of each client. With over 31 years of experie... nce, their trusted advisors serve clients across Ohio and 17 other states, ensuring ongoing support as financial needs evolve. Legacy Capital Advisors positions itself as a long-term partner for clients seeking financial peace of mind.Read More

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

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