LEGACY ROAD LLC
Doing business as LEGACY ROAD FAMILY OFFICES. SEC Form ADV profile.
Total regulatory AUM
$117,156,003
Discretionary
$1,606,412
Non-discretionary
$115,549,591
Firm details
- CRD number
- 337654
- SEC file number
- 801-134027
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.LEGACYROAD.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.