LEGACY INVESTMENT SOLUTIONS, LLC
Legal name: ANCORATO
CRD #322695 SEC #801-126757 MERIDIAN, ID 208-925-0006
SEC Registered Disclosures
Total AUM
$240.3M
Discretionary
$240.3M
Employees
15
Clients
0
Accounts
3,664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $240.3M | $240.3M | $0 | 15 | 0 |
| Mar 2024 | $170.6M | $170.6M | $0 | 15 | 0 |
| Mar 2024 | $0 | $0 | $0 | 10 | 0 |
| Oct 2022 | $0 | $0 | $0 | 7 | 0 |
| Sep 2022 | $0 | $0 | $0 | 7 | 0 |
| Sep 2022 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$240.3M
Discretionary$240.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0