Legacy Wealth Management

Finance · Cayman Islands · 11-50 Employees

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Overview

Headquarters

802 W Bay Rd Ste NW4, Cayman Islands

Phone Number

(345) 325-3997

Revenue

$9.4 Million

Industry

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

Legacy Wealth Management (Cayman) Ltd. specializes in providing customized investment solutions aimed at the preservation and growth of investment portfolios. The company offers a range of services including portfolio management, financial planning, retirement solutions, and ESG and impact investing. Their client base includes individuals, families, and institutions seeking to achieve their financial goals through tailored investment strategies and disciplined decision-making. With a focus on integrity and innovation, Legacy Wealth Management strives to deliver exceptional value and long-term growth for its clients.Explore more
Popular SearchesLegacy Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

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Chief Financial Officer

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Founder & Investment Advisor & Director

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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.legacywealth.ky
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is $9.4 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
Who is the CFO of Legacy Wealth Management?
Legacy Wealth Management's CFO is Guilherme Diegues
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (345) 325-3997 Website: www.legacywealth.ky
What does Legacy Wealth Management do?

Legacy Wealth Management (Cayman) Ltd. specializes in providing customized investment solutions aimed at the preservation and growth of investment portfolios. The company offers a range of services including portfolio management, financial planning, retirement solutions, and ESG and impact investing. Their client base includes individuals, families... , and institutions seeking to achieve their financial goals through tailored investment strategies and disciplined decision-making. With a focus on integrity and innovation, Legacy Wealth Management strives to deliver exceptional value and long-term growth for its clients.Read More

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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