Unclaimed Profile

Julie Marie Rad

LEGACY CAPITAL MANAGEMENT, LLC·BOISE, Idaho

LEGACY CAPITAL MANAGEMENT, LLC

13965 W CHINDEN BLVD. SUITE 100, BOISE, ID 83713CRD# 6261629Firm CRD# 322695

Profile Verification

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

Identity

Julie Marie Rad · BOISE, ID

Registration

CRD #6261629 · LEGACY CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Julie Marie Rad is a registered financial advisor based in BOISE, Idaho, affiliated with LEGACY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEGACY INVESTMENT SOLUTIONS, LLC

ANCORATO

AUM

$171M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY INVESTMENT SOLUTIONS, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 6261629

Firm CRD# 322695

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Marie Rad offer?

Julie Marie Rad specializes in Investment Management. Contact their office in BOISE, Idaho for a consultation.

What are Julie Marie Rad's credentials?

Julie Marie Rad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Marie Rad located?

Julie Marie Rad is based in BOISE, Idaho, working with LEGACY CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Julie Marie Rad charge for services?

Julie Marie Rad's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL MANAGEMENT, LLC?

LEGACY CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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