LEGACY INVESTMENT SOLUTIONS, LLC of BOISE, ID is an SEC-registered investment adviser (CRD 322695). Regulatory assets under management: $283.7M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Other.
Clients served: Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Andy Albert Rad | CHIEF INVESTMENT OFFICER; OWNER | — |
| Jefferson Hunt West | CHIEF COMPLIANCE OFFICER | Boise, ID |
| Peter Carmine Covino | MANAGER; OWNER | — |
| MARTIN JAMES R | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| RAD ANDY ALBERT | CHIEF INVESTMENT OFFICER; OWNER; TRUSTEE | — |
| Lee Benjamin Cory | CHIEF COMPLIANCE OFFICER | — |
| COVINO PETER CARMINE | MANAGER; OWNER; TRUSTEE | — |
| RAD JULIE MARIE | TRUSTEE | — |
| COVINO LISA ANN | TRUSTEE | — |
| Covino Lisa | TRUSTEE | — |
| WEST JEFFERSON HUNT | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |