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Williamson Legacy Group, LLC

● SEC registered since 2022CRD 318629SEC# 801-123281
Export (members)
Reg. AUM
$208.7M
Employees
6
Accounts
879
Location
—

Williamson Legacy Group, LLC assets under management

Williamson Legacy Group, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $208.7 million in regulatory assets under management and employs 6 people.
williamsonlegacygroup.comView on SEC.gov ↗

Williamson Legacy Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew S WarningChief Compliance OfficerUnder 5%2022
Joseph Richard Williamson ControlManaging Director And CeoOver 75%2021

Frequently asked questions

How much does Williamson Legacy Group, LLC manage?

Williamson Legacy Group, LLC reports $208.7 million in regulatory assets under management on its Form ADV.

How many employees does Williamson Legacy Group, LLC have?

Williamson Legacy Group, LLC reports 6 employees.

Does Williamson Legacy Group, LLC disclose fund performance?

Williamson Legacy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone317-447-3212
Office hours9:00 To 4:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.7M
Non-discretionary$0
Total (RAUM)$208.7M