LEGACY PRIVATE WEALTH MANAGEMENT
CRD #137815 SEC #801-65625 FARMINGTON HILLS, MI 248-553-0861
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
10
Accounts
0
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIMALDI, ROBERT, ORLANDO | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRIMALDI, ROBERT, ORLANDO | I | MANAGING DIRECTOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRIMALDI, ROBERT, ORLANDO | I | LEGACY PRIVATE WEALTH MANAGEMENT | E | Control |
| GRIMALDI, ROBERT, ORLANDO | I | LEGACY PRIVATE WEALTH MANAGEMENT | E | Control |
Registrations
Federal
IA
Dec 15, 2005 REGISTERED
Notice Filings (1)
MI
Address
35251 EDYTHE DRIVEFARMINGTON HILLS, MI 48331
USA
Phone: 248-553-0861