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    Legacy Wealth Management, Inc. (Memphis, Tn)

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    Description

    • Since 1982, Legacy Wealth Managements approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. Because Financial Security Doesn't Just HappenFirm OverviewIndependent, fee-only Financial Planning and Portfolio Management since 1982Employee-owned firm compensated solely by client fees, not by commissions700+ clients nationwide (across 34 states)$1 + billion under management98% client retention ratio (past 5 years for clients over our minimum)
    • location

      Headquarters:1715 Aaron Brenner Drive Suite 301, Memphis, Tennessee, United States

      More
    • Legacy Wealth Management, Inc. (Memphis, Tn) phone

      Phone Number: +1 901-758-9006

    • Legacy Wealth Management, Inc. (Memphis, Tn) website

      Website: https://www.legacywealth.com

    • Legacy Wealth Management, Inc. (Memphis, Tn) employees

      Employees:19

    • Legacy Wealth Management, Inc. (Memphis, Tn) revenue

      Revenue:$10 - 50M

    • Legacy Wealth Management, Inc. (Memphis, Tn) legal name

      Legal Name:Legacy Wealth Management, Inc. (Memphis, Tn)

    • Legacy Wealth Management, Inc. (Memphis, Tn)'s Social Media

      Legacy Wealth Management, Inc. (Memphis, Tn) linkedin Legacy Wealth Management, Inc. (Memphis, Tn) facebook
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    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Legacy Wealth Management, Inc. (Memphis, Tn)

    Jim Isaacs

    President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Cathy Simmons

    Chief Creative Officer

    Charles Jalenak

    Director And Chairman Of Investment Committee

    Lindsey Mazzola

    Director Of Client Operations

    Bill Overcast

    Director Of Financial Planning

    Hallie Peyton

    Director Of Client Services

    Frequently Asked Questions regarding Legacy Wealth Management, Inc. (Memphis, Tn)

    • Where are Legacy Wealth Management, Inc. (Memphis, Tn)'s Headquarters?

      Legacy Wealth Management, Inc. (Memphis, Tn)'s Headquarters are in 1715 Aaron Brenner Drive Suite 301,Memphis,Tennessee,United States

    • What is Legacy Wealth Management, Inc. (Memphis, Tn)'s phone number?

      Legacy Wealth Management, Inc. (Memphis, Tn)'s phone number is +1 901-758-9006

    • What is Legacy Wealth Management, Inc. (Memphis, Tn)'s official website?

      Legacy Wealth Management, Inc. (Memphis, Tn)'s official website is https://www.legacywealth.com

    • What is Legacy Wealth Management, Inc. (Memphis, Tn)'s Revenue?

      Legacy Wealth Management, Inc. (Memphis, Tn)'s revenue is $10 - 50M

    • What is Legacy Wealth Management, Inc. (Memphis, Tn)'s NAICS code?

      Legacy Wealth Management, Inc. (Memphis, Tn)'s NAICS code is 523930

    • How many employees are working in Legacy Wealth Management, Inc. (Memphis, Tn)

      Legacy Wealth Management, Inc. (Memphis, Tn) has 19 employees

    • What is Legacy Wealth Management, Inc. (Memphis, Tn)'s Industry?

      Legacy Wealth Management, Inc. (Memphis, Tn) is in the industry of Investment Management

    • Who is Legacy Wealth Management, Inc. (Memphis, Tn)'s CEO?

      Legacy Wealth Management, Inc. (Memphis, Tn)'s CEO is Jim Isaacs

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