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
View Top Employees from Legacy Asset ManagementWebsite | http://www.legacyasset.com |
Revenue | $3 million |
Employees | 16 (10 on RocketReach) |
Founded | 1998 |
Address | 3411 Richmond Ave Suite 750, Houston, Texas 77030, US |
Phone | (713) 355-7171 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 17 Million |
Keywords | Legacy Assets Inc, Leasing Office (Legacy Asset Management, Inc.), Legacy Asset Management Rentals Fayetteville Ar, Asset Managers Houston Texas, Legacy Asset Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Legacy Asset Management employee's phone or email?
The Legacy Asset Management annual revenue was $3 million in 2024.
Chuck CRRP is the Managing Partner of Legacy Asset Management.
10 people are employed at Legacy Asset Management.
Legacy Asset Management is based in Houston, Texas.
The NAICS codes for Legacy Asset Management are [52, 52393, 523, 5239].
The SIC codes for Legacy Asset Management are [62, 628].