Legacy Asset Management Email Format
Financial ServicesTexas, United States0-1 Employees
Legacy Asset Management Inc is an independent financial services firm based in Houston, Texas. It provides objective, fee-based portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. The firm relies on professionals with credentials in finance, investments, and planning to evaluate and implement suitable solutions for clients' investment needs. Legacy Asset Management was founded in 1998 by Joseph Birkofer and Richard Kaplan, former trust officers with Chase Bank of Texas. It is registered with the U.S. Securities and Exchange Commission as an investment adviser and is a member of FINRA and SIPC.