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Andrew Todd Feldman

LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, Colorado
Unclaimed Profile
215 UNION BLVD., LAKEWOOD, CO 80228CRD# 4991249Firm CRD# 333032
01

About

Andrew Todd Feldman is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with LEGACY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY WEALTH PARTNERS, LLC
LEGACY WEALTH PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LEGACY WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4991249
Firm CRD# 333032
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Todd Feldman offer?
Andrew Todd Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.
What are Andrew Todd Feldman's credentials?
Andrew Todd Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Todd Feldman located?
Andrew Todd Feldman is based in LAKEWOOD, Colorado, working with LEGACY WEALTH PARTNERS, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Andrew Todd Feldman charge for services?
Andrew Todd Feldman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH PARTNERS, LLC?
LEGACY WEALTH PARTNERS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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