LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, Virginia·3 registered advisors·CRD# 322235
SEC# 801-1260920434-266-1214
01

Firm Overview

AUM
$208M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY WEALTH MANAGEMENT GROUP, INC.

3 registered advisors
Brandon James Bosch
LYNCHBURG, Virginia
Joshua David Stamm
LYNCHBURG, Virginia
Ronald Jacob Dawson
LYNCHBURG, Virginia
05

Office Locations

LYNCHBURG, Virginia
3 advisors

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 WEALTH MANAGEMENT GROUP, INC. (CRD# 322235) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.