LEGACY WEALTH MANAGEMENT INC.

MANASSAS, Virginia·1 registered advisor·CRD# 173453
SEC# 801-1207090877-650-4738
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY WEALTH MANAGEMENT INC.

1 registered advisor
Jamshid Sharifi
MANASSAS, Virginia
05

Office Locations

MANASSAS, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. LEGACY WEALTH MANAGEMENT INC. (CRD# 173453) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.