FIRST UNITED LEGACY ADVISORS LLC

FIRST UNITED LEGACY ADVISORS
OAKLAND, Maryland·1 registered advisor·CRD# 324254
SEC# 801-1270791832-940-9952
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FIRST UNITED LEGACY ADVISORS LLC

1 registered advisor
Jonathan Joseph Wolf
OAKLAND, Maryland
05

Office Locations

OAKLAND, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. FIRST UNITED LEGACY ADVISORS LLC (CRD# 324254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.