Legacy Asset Management Employee Directory

Q: How many employees does Legacy Asset Management have currently?

Legacy Asset Management has approximately 1 employees.

Financial ServicesTexas, United States0-1 Employees

Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning is committed to evaluating and implementing the best solutions for our client’s investment needs. Legacy Asset Management was founded in 1998 by Joseph Birkofer & Richard Kaplan, Investment Professionals and former Trust Officers with Chase Bank of Texas (formerly Texas Commerce Bank). Legacy is licensed by the U. S. Securities and Exchange Commission (SEC) as an Investment Advisor, as well as a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) The professionals at Legacy recognize that every individual has unique goals, investment philosophies and tolerances for risk. In all cases, we work closely with our clients to devise the most appropriate solutions for their personal financial needs, their businesses and their families. We are Trusted Financial Advisors who believe reputation matters

Find Legacy Asset Management employees' phone numbers or email addresses

Legacy Asset Management Global Highlights

North America
10

United States Of America
9
Mexico
1

Legacy Asset Management's Leadership

C. O. C.
Managing Partner
Mobile Phone
Email

Contact profiles from Legacy Asset Management

Name

Title

Contact Info

Location

Last Update

C. O. C.
Managing Partner
Mobile Phone
Email
United StatesKansas
Sep 17, 2024

Frequently Asked Questions

What is Legacy Asset Management known for?

Legacy Asset Management operates in the Financial Services industry. The company's main headquarters is located in 3411 Richmond Ave Houston, TX 77043 United States; 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?

Legacy 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?

Legacy Asset Management has approximately 1 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Legacy Asset Management's key employees include:

Managing Partner: C. O. C.

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