Unclaimed Profile

Caitlin Milam

LEGACY CAPITAL MANAGEMENT INC·ROSEVILLE, California

Clean recordLEGACY CAPITAL MANAGEMENT INC

3741 DOUGLAS BLVD, STE 320, ROSEVILLE, CA 95661CRD# 5714275Firm CRD# 106823

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caitlin Milam · ROSEVILLE, CA

Registration

CRD #5714275 · LEGACY CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Caitlin Milam is a registered financial advisor based in ROSEVILLE, California, affiliated with LEGACY CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

LEGACY CAPITAL MANAGEMENT INC

AUM

$39M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY CAPITAL MANAGEMENT INC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5714275

Firm CRD# 106823

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caitlin Milam offer?

Caitlin Milam specializes in Investment Management, Fee-Only Advisory. Contact their office in ROSEVILLE, California for a consultation.

What are Caitlin Milam's credentials?

Caitlin Milam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Caitlin Milam located?

Caitlin Milam is based in ROSEVILLE, California, working with LEGACY CAPITAL MANAGEMENT INC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Caitlin Milam charge for services?

Caitlin Milam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL MANAGEMENT INC?

LEGACY CAPITAL MANAGEMENT INC has approximately 2 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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