Legacy Investment Management LLC
CRD 343475SEC# 801-137031
No longer SEC-registered. Legacy Investment Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
2
Accounts
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Location
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Legacy Investment Management LLC assets under management
Legacy Investment Management LLC is a registered investment adviser overseen by the SEC. It employs 2 people.
Legacy Investment Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Ralph Szydlowski Control | President | 50-75% | 2026 |
| Tyler James Bashaw Control | Vice President And Chief Compliance Officer | 25-50% | 2026 |
Frequently asked questions
How many employees does Legacy Investment Management LLC have?
Legacy Investment Management LLC reports 2 employees.
Does Legacy Investment Management LLC disclose fund performance?
Legacy Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,799 advisers