Legatrust Financial Advisors, Inc.
Legatrust Financial Advisors, Inc. is an SEC-registered ria with $4.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legatrust Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152749, data through 2010-11-16.
- AUM (assets under management / regulatory AUM)
- $4.6M (2010-11-16)
- Firm type
- Ria
- CRD
- 152749
- Ownership
- DOOLEY, THOMAS, J; POOLE, KRISTIN, BENCE
How much AUM does Legatrust Financial Advisors, Inc. have?
Legatrust Financial Advisors, Inc. reported $4.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2010-11-16).
Who owns Legatrust Financial Advisors, Inc.?
Disclosed owners and executives of Legatrust Financial Advisors, Inc. include DOOLEY, THOMAS, J, POOLE, KRISTIN, BENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.