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Jefferson Hunt West

LEGACY INVESTMENT SOLUTIONS, LLC·MERIDIAN, Idaho
Unclaimed Profile
851 N HICKORY STREET SUITE 100, MERIDIAN, ID 83642CRD# 7853498Firm CRD# 322695
01

About

Jefferson Hunt West is a registered financial advisor based in MERIDIAN, Idaho, affiliated with LEGACY INVESTMENT SOLUTIONS, 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# 7853498
Firm CRD# 322695
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jefferson Hunt West offer?
Jefferson Hunt West specializes in Investment Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are Jefferson Hunt West's credentials?
Jefferson Hunt West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jefferson Hunt West located?
Jefferson Hunt West is based in MERIDIAN, Idaho, working with LEGACY INVESTMENT SOLUTIONS, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does Jefferson Hunt West charge for services?
Jefferson Hunt West'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 INVESTMENT SOLUTIONS, LLC?
LEGACY INVESTMENT SOLUTIONS, 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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Other advisors in MERIDIAN
Dean David Sandros — ALPHAEDGE INVESTMENT MANAGEMENT, INC.Jevon Mark Webster — INSPIRE ADVISORS, LLCJason Steven Hawke — HAWKE FINANCIAL GROUP, LLCPeter Carmine Covino — LEGACY INVESTMENT SOLUTIONS, LLCKaren Jean Eamon — NEXT LEVEL WEALTH PLANNING, LLC
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MOSCOW (10)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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