LEGACY TRUST ADVISORS LLC

LEGACY TRUST ADVISORS LLC is an SEC-registered investment adviser (CRD 281257). Regulatory assets under management: $4.1M.

Registration

• CRD: 281257
• Type: Registered investment adviser
• Phone: 352-383-1213
• Latest filing: 2021-02-26
• Regulatory AUM: $4.1M
• Discretionary AUM: $4.1M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281257 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search