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    Legacy Asset Management

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    Description

    • Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning is committed to evaluating and implementing the best solutions for our clients investment needs. Legacy Asset Management was founded in 1998 by Joseph Birkofer & Richard Kaplan, Investment Professionals and former Trust Officers with Chase Bank of Texas (formerly Texas Commerce Bank). Legacy is licensed by the U. S. Securities and Exchange Commission (SEC) as an Investment Advisor, as well as a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) The professionals at Legacy recognize that every individual has unique goals, investment philosophies and tolerances for risk. In all cases, we work closely with our clients to devise the most appropriate solutions for their personal financial needs, their businesses and their families. We are Trusted Financial Advisors who believe reputation matters
    • location

      Headquarters:3411 Richmond Avenue Suite 750, Houston, Texas, United States

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    • Legacy Asset Management phone

      Phone Number: +1 713-355-7171

    • Legacy Asset Management website

      Website: https://www.legacyasset.com

    • Legacy Asset Management employees

      Employees:19

    • Legacy Asset Management revenue

      Revenue:$1 - 10M

    • Legacy Asset Management legal name

      Legal Name:Legacy Asset Management

    • Legacy Asset Management's Social Media

      Legacy Asset Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Legacy Asset Management

    Douglas Schmidt

    Chief Executive Officer And President

    Person level website visitor identification

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    View Employees

    Rick Kaplan

    Principal And Chief Investment Officer

    Tim Hartzell

    Chief Information Officer

    Tom Williams

    Owner

    Rick Henderson

    Owner

    Steve Cruz

    Owner

    Frequently Asked Questions regarding Legacy Asset Management

    • Where are Legacy Asset Management's Headquarters?

      Legacy Asset Management's Headquarters are in 3411 Richmond Avenue Suite 750,Houston,Texas,United States

    • What is Legacy Asset Management's phone number?

      Legacy Asset Management's phone number is +1 713-355-7171

    • What is Legacy Asset Management's official website?

      Legacy Asset Management's official website is https://www.legacyasset.com

    • What is Legacy Asset Management's Revenue?

      Legacy Asset Management's revenue is $1 - 10M

    • What is Legacy Asset Management's NAICS code?

      Legacy Asset Management's NAICS code is 523930

    • How many employees are working in Legacy Asset Management

      Legacy Asset Management has 19 employees

    • What is Legacy Asset Management's Industry?

      Legacy Asset Management is in the industry of Financial Services

    • Who is Legacy Asset Management's CEO?

      Legacy Asset Management's CEO is Douglas Schmidt

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