Legacy Chief Investment Office is an investment advisory firm that serves as an outsourced Chief Investment Officer (CIO) for high net worth families, their businesses and foundations. Legacy Chief Investment Office provides holistic wealth and investment management advice to clients on a fee only basis. Our primary focus is to help clients meet their financial objectives with prudent investment advice free from conflicts of interest. Legacy Chief Investment Office was founded in 2014 and is a registered investment adviser under the Investment Advisers Act of 1940. The firm is solely owned by Charley Donaldson, CFA who serves as the Chief Investment Officer.
View Top Employees from Legacy Chief Investment Office| Website | http://www.legacycio.com |
| Employees | 1 (0 on RocketReach) |
| Founded | 2014 |
| Address | 2002 Timberloch Place Suite 200, The Woodlands, Texas 77389, US |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| SIC | SIC Code 67 Companies, SIC Code 679 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Legacy Chief Investment Office Questions
Legacy Chief Investment Office is based in The Woodlands, Texas.
The NAICS codes for Legacy Chief Investment Office are [5239, 52, 523].
The SIC codes for Legacy Chief Investment Office are [67, 679].
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