Founded in 1972, Legacy Capital Partners has years of experience with money management throughout various market cycles. Our clients include business owners, professionals, retirees, families, corporations, profit sharing and pension funds, endowments and foundations. Our business is built on developing a relationship with each client. While each relationship is unique, all reflect Legacy Capital Partners' core values. We believe in performance, quality service, competency, trust and confidentiality. Hiring Legacy Capital Partners as their professional investment advisor provides our clients with a combined 147 years of research, expertise and experience to help them create an investment plan that increases their wealth, reduces risk and volatility and helps them manage tax considerations. From the beginning, it is our aim to get to know our clients and to develop a clear understanding of their goals and investment expectations. It is our hope we can get to know you. Visit our website to get started.
View Top Employees from Legacy Capital Partners, IncWebsite | http://www.legacycapitalpartners.net/ |
Revenue | $1 million |
Employees | 5 (1 on RocketReach) |
Founded | 1972 |
Address | 1200 N Mayfair Rd, Ste 360, Milwaukee, Wisconsin 53226, US |
Phone | (414) 271-1664 |
Fax | (414) 271-9986 |
Technologies | |
Industry | Investment Management, Brokerage, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Legacy Capital Partners, Inc employee's phone or email?
The Legacy Capital Partners, Inc annual revenue was $1 million in 2023.
1 people are employed at Legacy Capital Partners, Inc.
Legacy Capital Partners, Inc is based in Milwaukee, Wisconsin.
The NAICS codes for Legacy Capital Partners, Inc are [5239, 52, 52393, 523].
The SIC codes for Legacy Capital Partners, Inc are [62, 628].