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Bernadette Lee Legarreta

ROUNDTABLE HEALTHCARE MANAGEMENT, INC·LAKE FOREST, Illinois
Unclaimed Profile
272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL 60045-5314CRD# 7994253Firm CRD# 161235
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About

Bernadette Lee Legarreta is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
AUM
$3.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at ROUNDTABLE HEALTHCARE MANAGEMENT, INC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7994253
Firm CRD# 161235
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bernadette Lee Legarreta offer?
Bernadette Lee Legarreta specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Bernadette Lee Legarreta's credentials?
Bernadette Lee Legarreta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bernadette Lee Legarreta located?
Bernadette Lee Legarreta is based in LAKE FOREST, Illinois, working with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Bernadette Lee Legarreta charge for services?
Bernadette Lee Legarreta's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUNDTABLE HEALTHCARE MANAGEMENT, INC?
ROUNDTABLE HEALTHCARE MANAGEMENT, INC has approximately 29 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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