THE LEGACY COLLABORATIVE, INC.

THE LEGACY COLLABORATIVE, INC. of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 114591). Regulatory assets under management: $4.5M.

Registration

• CRD: 114591
• Type: Registered investment adviser
• Location: 3512 PAESANOS PARKWAY, SAN ANTONIO, TX, 78231-1248
• Phone: 210-664-9500
• Latest filing: 2025-04-23
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search