Investment adviser · CRD 171745

LEGACY CHIEF INVESTMENT OFFICE LLC

Investment adviser filing (IA)

THE WOODLANDS, TX, United States · Form ADV filed Jan 28, 2015

Regulatory AUM
$42.5M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 28, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

2002 TIMBERLOCH PLACE, SUITE 200
THE WOODLANDS, TX, 77380, United States

CRD 171745

Filing source

Form ADV 870541 · Jan 28, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.