Unclaimed Profile

Jefferson Hunt West

LEGACY INVESTMENT SOLUTIONS, LLC·MERIDIAN, Idaho

LEGACY INVESTMENT SOLUTIONS, LLC

851 N HICKORY STREET SUITE 100, MERIDIAN, ID 83642CRD# 7853498Firm CRD# 322695

Profile Verification

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

Identity

Jefferson Hunt West · MERIDIAN, ID

Registration

CRD #7853498 · LEGACY INVESTMENT SOLUTIONS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

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# 7853498

Firm CRD# 322695

View on FINRA BrokerCheck →

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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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