Address : 3411 Richmond Ave, Houston, Texas 77046, United States
Phone Number : +1(713) 355-7171
Industries : Financial Services
Website : legacyasset.com
Company Description
Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning is committed to evaluating and implementing the best solutions for our client's investment needs. Legacy Asset Management was founded in 1998 by Joseph Birkofer & Richard Kaplan, Investment Professionals and former Trust Officers with Chase Bank of Texas (formerly Texas Commerce Bank). Legacy is licensed by the U. S. Securities and Exchange Commission (SEC) as an Investment Advisor, as well as a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) The professionals at Legacy recognize that every individual has unique goals, investment philosophies and tolerances for risk. In all cases, we work closely with our clients to devise the most appropriate solutions for their personal financial needs, their businesses and their families. We are Trusted Financial Advisors who believe reputation matters
Specialities
- Investment Advisor
- 401k Plans
- Financial Services
- Retirement Plans
- Financial Planning
Financial
Employees Total : 15
Revenue (Yearly) : 10M
Miscellaneous
Founded in : 1998
Linkedin : legacy-asset-management
Content Delivery Networks : CloudFlare CDN
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : CloudFlare Hosting
Captcha : reCAPTCHA
Online Video Platforms : Vimeo
Last Updated : 2023-10-25
Employees
- Jennifer Westfield ( Floor supervisor and client relations )
- Janet Luby ( Senior Portfolio Manager )
- Janet Mascio ( Administrative Assistant )
- Tara York ( Executive Assistant )
- Dennis Hamblin ( Corporate Pension Consultant )
- Eileen Bosley ( office manager )
- Sam Solem ( Assistant Property Manager )
- Anita Gaddi ( Retirement Plan Specialist )
- Ashley Foreman ( Associate Planner )
- Chuck Crrp ( Managing Partner )
- Steve Cruz ( Owner )
Alumni
- Andre Imamura ( Operador (Sócio) )
- Dawn Ficklin ( Portfolio Accountant )
- Bridget Jurgens ( Property Manager )
- Michael Kafoglis ( Intern )
- Julie Faas ( Client Service Manager )
- Kyle Ashmore ( Intern )
- Brian Baker ( Investment Advisor, Sr. Financial Planner )
- Julia Moody ( Intern )
- Kevin Curby ( Retirement Planning Intern )
- Tyler Cohen ( Summer Intern )
- Jacob Arnold ( Summer Analyst )
Competitors
 | Rose Greene Financial financial services 8.6M yearly revenue |
 | Oak Street Advisors financial services 10.3M yearly revenue |
 | Superior Financial, LLC financial services 6.6M yearly revenue |
 | Nelson Financial, LLC financial services 4.1M yearly revenue |
 | Channel Financial (now SageView Advisory Group) financial services 7 employees |
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