LEGACY WEALTH MANAGEMENT GROUP, INC. of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 322235). Regulatory assets under management: $289.8M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ronald Jacob Dawson | CEO / CCO | — |
| Joshua David Stamm | PARTNER | — |
| Brandon James Bosch | PARTNER | — |
| Dawson Ronald Jacob | CEO / CCO | — |
| STAMM JOSHUA DAVID | PARTNER | — |
| Bosch Brandon James | PARTNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |