Legacy Wealth Management Group, Inc.
Legacy Wealth Management Group, Inc. (CRD# 322235) is a financial advisory firm headquartered in Lynchburg, VA. They manage $207,670,000 in 1,338 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management208MILLION
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Total Number of Accounts1,338ACCOUNTS
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Average Account Value$155,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MI, NC, NH, PA, TX, VA
Branden Bosch (CRD# 6294473) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has over 9 years of experience in the finance industry.
Mark Boccarossa (CRD# 7557936) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has over 2 years of experience in the finance industry.
Jacob Zody (CRD# 7745913) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has 1 year of experience in the finance industry.