LEGACY FOLIOS

LEGACY FOLIOS is an SEC-registered investment adviser (CRD 323319). Regulatory assets under management: $70.0M.

Registration

• CRD: 323319
• Type: Registered investment adviser
• Phone: (888) 985-6905
• Latest filing: 2026-04-30
• Regulatory AUM: $70.0M
• Discretionary AUM: $70.0M
• Clients: 3
• Accounts: 123

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 323319 on SEC IAPD (source of record)
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