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Caitlin Milam

LEGACY CAPITAL MANAGEMENT INC·ROSEVILLE, California
Unclaimed Profile
3741 DOUGLAS BLVD, STE 320, ROSEVILLE, CA 95661CRD# 5714275Firm CRD# 106823
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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.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LEGACY CAPITAL MANAGEMENT INC
LEGACY CAPITAL MANAGEMENT INC
AUM
$39M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LEGACY CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5714275
Firm CRD# 106823
No disclosures on file
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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