LEGACY HARBOR

LEGACY HARBOR of PLANO, TX is an SEC-registered investment adviser (CRD 118187). Regulatory assets under management: $8.0M.

Registration

• CRD: 118187
• Type: Registered investment adviser
• Location: 6417 BERWYN DRIVE, PLANO, TX, 75093
• Phone: (972) 608-1040
• Latest filing: 2026-03-10
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: 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 118187 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search