LEGACY INVESTMENT STRATEGIES, LLC

LEGACY INVESTMENT STRATEGIES, LLC of METAIRIE, LA is an SEC-registered investment adviser (CRD 117423). Regulatory assets under management: $111.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 117423
• Type: Registered investment adviser
• Location: 3445 N CAUSEWAY BLVD, METAIRIE, LA, 70002
• Phone: 504-361-7788
• Latest filing: 2026-03-10
• Regulatory AUM: $111.4M
• Discretionary AUM: $111.4M
• Clients: 8
• Accounts: 391

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 117423 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search