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Legacy Builders Financial, LLC
Legacy Builders Financial, LLC is an SEC-registered investment adviser in Folsom, CA. The firm manages approximately $14 million in regulatory assets.
Legacy Builders Financial, LLC
Legacy Builders Financial, LLC is an SEC-registered investment adviser in Folsom, CA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
City
Folsom
Frequently asked questions
Who controls Legacy Builders Financial, LLC?
The principals of Legacy Builders Financial, LLC have not been publicly identified. No founder, CEO, CIO, or managing director appears in public records or press coverage.
Where does the wealth behind Legacy Builders Financial come from?
The origin of the wealth managed by Legacy Builders Financial is not disclosed. The firm name provides no clues beyond a general reference to intergenerational capital.
Does Legacy Builders Financial make direct investments or commit to funds?
No investment activity has been publicly reported for Legacy Builders Financial. There is no evidence of direct deals, fund commitments, or co-investments.
What is the AUM of Legacy Builders Financial?
Legacy Builders Financial has not publicly disclosed its AUM. No third-party estimate is available in public sources.
What sectors or asset classes does Legacy Builders Financial target?
The firm has not publicly stated its sector preferences or asset-class allocation. Its investment mandate is unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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