LEGACY CAPITAL PARTNERS, INC.

MILWAUKEE, Wisconsin·1 registered advisor·CRD# 105735
SEC# 801-88460414-271-1664
01

Firm Overview

AUM
$494M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at LEGACY CAPITAL PARTNERS, INC.

1 registered advisor
Theodore Deitche Baszler
MILWAUKEE, Wisconsin
05

Office Locations

MILWAUKEE, Wisconsin
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. LEGACY CAPITAL PARTNERS, INC. (CRD# 105735) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.