Legacy Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

372 Ridges Blvd, Grand Junction, Colorad...

Phone Number

(970) 241-5143

Revenue

$6.8 Million

Industry

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

Legacy Wealth Management serves as a trusted financial advisor to our clients. We take a holistic approach to our clients' financial lives and serve as a partner in our clients' financial business. If there are areas where we are not qualified to serve, we have other trusted professionals that we partner with to make sure our clients always receive the best solutions for their particular situation.Explore more
Legacy Wealth Management's Social MediaPopular SearchesLegacy Wealth Management LLCLegacy Wealth ManagementLegacy Wealth Management - LLCCOLORADO Financial AdvisorsColorado West Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

PhoneEmail
AA
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Director, Operations

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Compare Similar Companies to Legacy Wealth Management

Compare insights from companies similar to Legacy Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

$6.8M
1-10
Private
-
2009
AA
Alyssa AdamsDirector, Operations
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
1979
<$5M
1-10
Private
-
1999
TT
Therese TalaricoDirector, Operations Office & Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2013
MP
Morgan PaulsonExecutive Assistant
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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.legacywealthgj.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is $6.8 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 1-10 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: Copper Canyon Wealth Management, Preferred Planning Concepts, Cape Cod Wealth Strategies & Insurance Services, Kropog Financial Group
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Smarsh
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (970) 241-5143 Website: www.legacywealthgj.com
What does Legacy Wealth Management do?

Legacy Wealth Management serves as a trusted financial advisor to our clients. We take a holistic approach to our clients' financial lives and serve as a partner in our clients' financial business. If there are areas where we are not qualified to serve, we have other trusted professionals that we partner with to make sure our clients always receive... the best solutions for their particular situation.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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