LEGACY ASSET MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 111423). Regulatory assets under management: $161.7M.
| Name | Role | Location |
|---|---|---|
| WILLIAMS JEFFREY B | TREASURER | — |
| KAPLAN RICHARD E | PARTNER; PRESIDENT | — |
| BIRKOFER JOSEPH RICHARD | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| NEL JILLIAN CLAIRE | PARTNER | — |