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Legatrust Financial Advisors, Inc.
Legatrust Financial Advisors, Inc. is an SEC-registered investment adviser in Saint Louis, MO. The firm manages $25 million in assets, $17 million on a...
Legatrust Financial Advisors, Inc.
Legatrust Financial Advisors, Inc. is an SEC-registered investment adviser in Saint Louis, MO. The firm manages $25 million in assets, $17 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Legatrust Financial Advisors?
No named principals or investment committee members are publicly disclosed for Legatrust Financial Advisors. The firm's ADV filings with the SEC would list key personnel, but these are not broadly distributed in public sources.
Is Legatrust Financial Advisors structured as a family office or an RIA?
Legatrust Financial Advisors operates as a registered investment advisor (RIA) under SEC oversight, not a family office. This structure implies multi-client advisory services rather than serving a single wealthy family.
Does Legatrust Financial Advisors offer direct investing or fund commitments?
Based on its RIA registration, the firm likely focuses on portfolio management and financial planning for clients. It does not publicly disclose direct investment programs or fund commitments.
What investment stages or asset classes does Legatrust Financial Advisors target?
The firm's public profile suggests coverage of equities, fixed income, alternatives, and cash. There is no disclosed stage preference, as it is an asset allocator for client portfolios rather than a venture or private equity firm.
Where does Legatrust Financial Advisors operate geographically?
The firm is based in Pennsylvania, per public records. No additional office locations have been disclosed, indicating a single-location operation.
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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