Legacy Wealth Management (Memphis, TN)
Highly Engaged Employees
Highly Engaged EmployeesFinance · Tennessee, United States · 11-50 Employees
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Overview
Headquarters
1715 Aaron Brenner Dr Ste 301, Memphis, ...Phone Number
(901) 758-9006Website
www.legacywealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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2
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1
About Legacy Wealth Management (Memphis, TN)
Legacy Wealth Management, Inc is an employee owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals. The firm also caters to high net worth individuals, pension and profit sharing plans, foundations, endowments, trusts, and state or municipal government entities. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in no-load mutual funds, exchange traded funds, and alternative assets, such as real estate and commodities. Legacy Wealth Management, Inc was founded in 1982 and is based in Memphis, Tennessee.Explore more
Legacy Wealth Management (Memphis, TN) Org Chart
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Company Profile Activity
Activity Insights
Legacy Wealth Management (Memphis, TN) is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Wealth Management (Memphis, TN) is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Management (Memphis, TN).
Legacy Wealth Management (Memphis, TN) financials insights
Gather financial insights about Legacy Wealth Management (Memphis, TN), including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Legacy Wealth Management (Memphis, TN) Tech Stack
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Most Recent Scoops
Project
A front-line source has indicated that the organization’s largest priority over the next three months will focus on the implementation of a trading platform.
Implementation, Financial Planning
Project
A front-line source has indicated that the organization is looking to reduce spending on trading.
Spending/Investment
Pain Point
A front-line source has indicated that the organization is experiencing challenges related to business intelligence (BI) in the finance and accounting department. The organization is focusing on automated trading platforms to mitigate these challenges, and is planning to increase the current budget to support these efforts, in the next three months. Joseph Birch currently serves as Financial Planner.
Business Intelligence, Analytics & Insights, Automation, Accounting, Financial Systems
Funding
Legacy Wealth Management (Memphis, TN) News & Media
Introducing the First Top 50 'Best Places to Work for Financial Advisers' List
NEW YORK, March 26, 2018 /PRNewswire/ -- As part of an effort to raise awareness of wealth management firms that go above and beyond to create workplaces where advisers and support staff feel valued, InvestmentNews and the Best Companies Group have unveiled the first-ever industry listing...
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Frequently Asked Questions Regarding Legacy Wealth Management (Memphis, TN)
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Legacy Wealth Management, Inc is an employee owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals. The firm also caters to high net worth individuals, pension and profit sharing plans, foundations, endowments, trusts, and state or municipal government entities... Read More
