Legacy Wealth Holdings

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

13443 Detroit Ave, Lakewood, Ohio, 44107...

Phone Number

(843) 718-4102

Revenue

<$5 Million

Industry

Finance Training Education Real Estate Securities Trading Venture Capital & Private Equity Holding Companies & Conglomerates
ZI Rank: 2
Signal Type
Feb
Mar
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ZI Rank
1
2
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2

About Legacy Wealth Holdings

Legacy Wealth Holdings specializes in commercial real estate investments, focusing on apartment buildings across the United States through joint ventures with local operators and passive lenders. Their investment philosophy emphasizes cash flow, acquiring properties at wholesale prices, and enhancing value via improvements and equity. In addition to real estate investment, they offer coaching programs tailored for entrepreneurs and manage a Legacy Cash Flow Fund for generating passive income. The company's aims include assisting active operators in scaling apartment investments and providing opportunities for investors through property sales and discounted referrals.Explore more
Legacy Wealth Holdings's Social MediaPopular SearchesLegacy Wealth HoldingsLegacy Wealth Holdings LLCLegacy Island LLCLegacy Wealth Fund LLCUltimate Legacy Holdings IncSIC Code 67,679NAICS Code 52,523Show more

Legacy Wealth Holdings Org Chart

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Chief Investment Officer

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Director, Asset Management

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Company Name

Revenue

Number of Employees

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Top Executive

Legacy Wealth Holdings

<$5M
1-10
Private
-
2009
FB
Fadi BoumitriChief Investment Officer
$5.5M
11-50
Private
-
2005
<$5M
1-10
Private
<$5M
1998
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1-10
Private
-
2017
<$5M
1-10
Private
-
-
JR
Jay ReederChief Investment Officer
<$5M
1-10
Private
-
2015
SQ
Sandee QuiambaoExecutive Assistant
<$5M
1-10
Private
-
2016
JS
Jeffrey SilvermanChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Wealth Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Holdings.

Legacy Wealth Holdings Tech Stack

A closer look at the technologies used by Legacy Wealth Holdings

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Frequently Asked Questions Regarding Legacy Wealth Holdings

What is Legacy Wealth Holdings's official website?
Legacy Wealth Holdings's official website is www.legacywealthholdings.com
What is Legacy Wealth Holdings's Revenue?
Legacy Wealth Holdings's revenue is <$5 Million
What is Legacy Wealth Holdings's SIC code?
Legacy Wealth Holdings's SIC: 67,679
What is Legacy Wealth Holdings's NAICS code?
Legacy Wealth Holdings's NAICS: 52,523
How many employees does Legacy Wealth Holdings have?
Legacy Wealth Holdings has 1-10 employees
What industry does Legacy Wealth Holdings belong to?
Legacy Wealth Holdings is in the industry of: Finance, Training, Education
What is Legacy Wealth Holdings competition?
Legacy Wealth Holdings top competitors include: Acuity Partners, Praxis Capital, HIS Capital Group, Gold Stone Mutual Investments
What technology does Legacy Wealth Holdings use?
Some of the popular technologies that Legacy Wealth Holdings uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, Google Workspace
How do I contact Legacy Wealth Holdings?
Legacy Wealth Holdings contact info: Phone number: (843) 718-4102 Website: www.legacywealthholdings.com
What does Legacy Wealth Holdings do?

Legacy Wealth Holdings specializes in commercial real estate investments, focusing on apartment buildings across the United States through joint ventures with local operators and passive lenders. Their investment philosophy emphasizes cash flow, acquiring properties at wholesale prices, and enhancing value via improvements and equity. In addition t... o real estate investment, they offer coaching programs tailored for entrepreneurs and manage a Legacy Cash Flow Fund for generating passive income. The company's aims include assisting active operators in scaling apartment investments and providing opportunities for investors through property sales and discounted referrals.Read More

What are Legacy Wealth Holdings social media links?
Legacy Wealth Holdings Linkedin page Legacy Wealth Holdings Facebook page
Is Legacy Wealth Holdings a public company?
Legacy Wealth Holdings is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Holdings

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