LEGACY INVESTMENT SOLUTIONS, LLC

ANCORATO
MERIDIAN, Idaho·4 registered advisors·CRD# 322695
SEC# 801-1267570208-955-0500
01

Firm Overview

AUM
$171M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Fixed fees
Subscription fees
03

Specialties

Investment Management
04

Advisors at LEGACY INVESTMENT SOLUTIONS, LLC

4 registered advisors
Jefferson Hunt West
MERIDIAN, Idaho
Julie Marie Rad
BOISE, Idaho
Lisa Covino
BOISE, Idaho
Peter Carmine Covino
MERIDIAN, Idaho
05

Office Locations

BOISE, Idaho
2 advisors
MERIDIAN, Idaho
2 advisors

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Data sourced from SEC Form ADV filings. LEGACY INVESTMENT SOLUTIONS, LLC (CRD# 322695) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.