Legacy Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(208) 955-0500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Legacy Wealth Management

Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Managements marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth ManagemRead more
Legacy Wealth Management's Social MediaPopular SearchesLegacy Wealth ManagementAcen Hansen - Wealth AdvisorLegacy Wealth Management LLCLegacy Wealth Management NoSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

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Chief Executive Officer

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Chief Operations Officer

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
11-50
Private
-
-
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
-
2006
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
PG
Peter GaylordCEO & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.legacywealthmg.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is <$5 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 62,628
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 52,523
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 11-50 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Finance, Securities Trading
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Dynamic Wealth Solutions, Gaylord Wealth Management, Conrad Capital Management, Pillar Wealth Management
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, PHP, NS1, Squarespace Online Stores
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (208) 955-0500 Website: www.legacywealthmg.com
What does Legacy Wealth Management do?

Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators,... nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Managements marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and noninfringement.Read More

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

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