LEGACY INVESTMENT SOLUTIONS, LLC
Doing business as ANCORATO. SEC Form ADV profile.
Total regulatory AUM
$283,664,860
Discretionary
$277,124,860
Non-discretionary
$6,540,000
Firm details
- CRD number
- 322695
- SEC file number
- 801-126757
- Main office
- BOISE, ID, United States
- Employees
- 18
- SEC status
- Approved
- Website
- https://www.legacy-is.com
- Fee structure
-
Percentage of AUM Other
As of October 2026.