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Lisa Covino

LEGACY CAPITAL MANAGEMENT, LLC·BOISE, Idaho
Unclaimed Profile
13965 W CHINDEN BLVD. SUITE 100, BOISE, ID 83713CRD# 7633655Firm CRD# 322695
01

About

Lisa Covino 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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY INVESTMENT SOLUTIONS, LLC
ANCORATO
AUM
$171M
Regulatory assets under management
Employees
15
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
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 7633655
Firm CRD# 322695
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Covino offer?
Lisa Covino specializes in Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Lisa Covino's credentials?
Lisa Covino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Covino located?
Lisa Covino 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 Lisa Covino charge for services?
Lisa Covino'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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Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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