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Legacy Asset Management Employee Directory

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.

Find Legacy Asset Management employees' phone numbers or email addresses

Legacy Asset Management Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Mexico
    1

Legacy Asset Management's Leadership

  • Stylized image of a person
    C. O. C.
    Managing Partner
    Mobile Phone

Legacy Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Operations
  • Business
  • Finance
  • Other

Contact profiles from Legacy Asset Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. O. C.
    Managing Partner
    Mobile Phone
    United StatesKansas
    Sep 17, 2024

Frequently Asked Questions

What is Legacy Asset Management known for?

Minus sign iconPlus sign iconLegacy Asset Management operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-713-355-****
. Explore Legacy Asset Management's company overview page for more information.

What is Legacy Asset Management's most common email format?

Minus sign iconPlus sign iconLegacy Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Asset Management email formats with LeadIQ.

How many employees does Legacy Asset Management have currently?

Minus sign iconPlus sign iconLegacy Asset Management has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Asset Management's key employees and leadership?

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As of July 2026, Legacy Asset Management's key employees include:

  • Managing Partner: C. O. C.

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