LEGACY ASSET MANAGEMENT, INC.
CRD #111423 SEC #801-57208 HOUSTON, TX 713-355-7171
SEC Registered
Total AUM
$161.7M
Discretionary
$141.5M
Employees
7
Clients
11
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $161.7M | $141.5M | $20.2M | 7 | 0 |
| Feb 2024 | $161.7M | $141.5M | $20.2M | 8 | 0 |
| Feb 2024 | $161.7M | $141.5M | $20.2M | 8 | 0 |
| Sep 2023 | $122.1M | $117.8M | $4.3M | 8 | 0 |
| Apr 2023 | $122.1M | $117.8M | $4.3M | 8 | 0 |
| Mar 2023 | $122.1M | $117.8M | $4.3M | 8 | 0 |
| Dec 2022 | $139M | $139M | $0 | 8 | 200 |
| Apr 2022 | $139M | $139M | $0 | 8 | 200 |
| Mar 2022 | $546M | $146.4M | $399.7M | 8 | 372 |
| Feb 2022 | $419.2M | $116.4M | $302.8M | 8 | 6 |
| Dec 2021 | $419.2M | $116.4M | $302.8M | 8 | 6 |
| Mar 2021 | $419.2M | $116.4M | $302.8M | 7 | 6 |
| Mar 2021 | $97.1M | $97.1M | $0 | 7 | 0 |
| Nov 2020 | $97.1M | $97.1M | $0 | 7 | 0 |
| May 2020 | $364.4M | $364.4M | $0 | 6 | 0 |
| May 2020 | $364.4M | $364.4M | $0 | 6 | 0 |
| Mar 2020 | $364.4M | $364.4M | $0 | 6 | 0 |
| Mar 2020 | $295.9M | $295.9M | $0 | 6 | 0 |
| Jul 2019 | $295.9M | $295.9M | $0 | 6 | 0 |
| May 2019 | $295.9M | $295.9M | $0 | 7 | 0 |
| Apr 2019 | $295.9M | $295.9M | $0 | 7 | 0 |
| Apr 2019 | $295.9M | $295.9M | $0 | 7 | 0 |
| Feb 2019 | $295.9M | $295.9M | $0 | 8 | 0 |
| Aug 2018 | $503.2M | $290.4M | $212.8M | 8 | 1 |
| Aug 2018 | $503.2M | $290.4M | $212.8M | 8 | 1 |
| Aug 2018 | $503.2M | $290.4M | $212.8M | 8 | 1 |
| Jul 2018 | $503.2M | $290.4M | $212.8M | 8 | 1 |
| Mar 2018 | $503.2M | $290.4M | $212.8M | 8 | 1 |
| Sep 2017 | $407.3M | $407.3M | $0 | 8 | 320 |
| Jun 2017 | $407.3M | $407.3M | $0 | 8 | 320 |
| Apr 2017 | $407.3M | $407.3M | $0 | 9 | 320 |
| Mar 2017 | $407.3M | $407.3M | $0 | 9 | 320 |
| Mar 2017 | $407.3M | $407.3M | $0 | 9 | 320 |
| Jan 2017 | $321M | $321M | $0 | 9 | 320 |
| Apr 2016 | $321M | $321M | $0 | 9 | 320 |
| Mar 2015 | $188.7M | $188.7M | $0 | 9 | 320 |
| Mar 2014 | $222.7M | $222.7M | $0 | 8 | 300 |
| Aug 2013 | $194.5M | $194.5M | $0 | 8 | 300 |
| Apr 2013 | $194.5M | $194.5M | $0 | 8 | 300 |
| Apr 2012 | $153.9M | $153.9M | $0 | 6 | 300 |
| Apr 2011 | $135.8M | $135.8M | $0 | 10 | -- |
| Mar 2010 | $82.8M | $82.8M | $0 | 10 | -- |
| Mar 2008 | $143.9M | $143.9M | $0 | 10 | -- |
| May 2007 | $81.3M | $81.3M | $0 | 10 | -- |
| Mar 2006 | $81.3M | $81.3M | $0 | 10 | -- |
| May 2005 | $94.2M | $94.2M | $0 | 10 | -- |
| Apr 2004 | $96.5M | $96.5M | $0 | 5 | -- |
DateMay 2024
Total AUM$161.7M
Discretionary$141.5M
Non-Disc.$20.2M
Employees7
Clients0
DateFeb 2024
Total AUM$161.7M
Discretionary$141.5M
Non-Disc.$20.2M
Employees8
Clients0
DateFeb 2024
Total AUM$161.7M
Discretionary$141.5M
Non-Disc.$20.2M
Employees8
Clients0
DateSep 2023
Total AUM$122.1M
Discretionary$117.8M
Non-Disc.$4.3M
Employees8
Clients0
DateApr 2023
Total AUM$122.1M
Discretionary$117.8M
Non-Disc.$4.3M
Employees8
Clients0
DateMar 2023
Total AUM$122.1M
Discretionary$117.8M
Non-Disc.$4.3M
Employees8
Clients0
DateDec 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees8
Clients200
DateApr 2022
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees8
Clients200
DateMar 2022
Total AUM$546M
Discretionary$146.4M
Non-Disc.$399.7M
Employees8
Clients372
DateFeb 2022
Total AUM$419.2M
Discretionary$116.4M
Non-Disc.$302.8M
Employees8
Clients6
DateDec 2021
Total AUM$419.2M
Discretionary$116.4M
Non-Disc.$302.8M
Employees8
Clients6
DateMar 2021
Total AUM$419.2M
Discretionary$116.4M
Non-Disc.$302.8M
Employees7
Clients6
DateMar 2021
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$503.2M
Discretionary$290.4M
Non-Disc.$212.8M
Employees8
Clients1
DateAug 2018
Total AUM$503.2M
Discretionary$290.4M
Non-Disc.$212.8M
Employees8
Clients1
DateAug 2018
Total AUM$503.2M
Discretionary$290.4M
Non-Disc.$212.8M
Employees8
Clients1
DateJul 2018
Total AUM$503.2M
Discretionary$290.4M
Non-Disc.$212.8M
Employees8
Clients1
DateMar 2018
Total AUM$503.2M
Discretionary$290.4M
Non-Disc.$212.8M
Employees8
Clients1
DateSep 2017
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees8
Clients320
DateJun 2017
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees8
Clients320
DateApr 2017
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees9
Clients320
DateMar 2017
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees9
Clients320
DateMar 2017
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees9
Clients320
DateJan 2017
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees9
Clients320
DateApr 2016
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees9
Clients320
DateMar 2015
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees9
Clients320
DateMar 2014
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees8
Clients300
DateAug 2013
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees8
Clients300
DateApr 2013
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees8
Clients300
DateApr 2012
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees6
Clients300
DateApr 2011
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$81.3M
Discretionary$81.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$81.3M
Discretionary$81.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--