LEGACY WEALTH ASSET MANAGEMENT, LLC

LEGACY WEALTH
WOODBURY, Minnesota·5 registered advisors·CRD# 306732
SEC# 801-1180420651-621-2383
01

Firm Overview

AUM
$413M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY WEALTH ASSET MANAGEMENT, LLC

5 registered advisors
Benjamin Michael Brocker
WOODBURY, Minnesota
Johnathan Michael Brocker
WOODBURY, Minnesota
Joshua Michael Brocker
WOODBURY, Minnesota
Matthew Michael Brocker
WOODBURY, Minnesota
Michael Douglas Brocker
WOODBURY, Minnesota
05

Office Locations

WOODBURY, Minnesota
5 advisors

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Data sourced from SEC Form ADV filings. LEGACY WEALTH ASSET MANAGEMENT, LLC (CRD# 306732) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.