LEGACY CHIEF INVESTMENT OFFICE LLC

THE WOODLANDS, Texas·1 registered advisor·CRD# 171745
SEC# 801-79889281-419-6436
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY CHIEF INVESTMENT OFFICE LLC

1 registered advisor
Charles David Donaldson
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. LEGACY CHIEF INVESTMENT OFFICE LLC (CRD# 171745) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.