Legacy Wealth Management, based in Memphis, TN, is ranked No. 78 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.9B
Years in Business:Â 41
Accounts Under Management: 4,214
Previous appearances on FA 100 List:Â 3 (No. 75 in 2022)
Principals:
Duncan Miller, President & Chief Executive Officer
Jim Isaacs, Chairman
Contact:
1715 Aaron Brenner Drive, Suite 301, Memphis, TN 38120
(901) 758-9006
