Joseph
Escujuri
Legacy Wealth Management, LLC
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About this Advisor
Joseph Escujuri is a financial advisor based in Boise, Idaho, working with Legacy Wealth Management, LLC. Joseph has previously held positions at The Law Office Of J Scott Escujuri Pllc and Legacy Wealth Management, LLC. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Joseph is part of Legacy Wealth Management, LLC, which operates out of Boise, Idaho. The firm has 6 offices and 36 employees. The firm manages assets totaling $373.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Legacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
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Legacy Wealth Management, LLC Brokerage Details
$373,210,168
36
3,537
$105,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Escujuri Work History
Legacy Wealth Management, LLC
The Law Office Of J Scott Escujuri Pllc
Disclosures
Please visit the SEC profile of Joseph Escujuri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management, LLC
Boise, ID
Bountiful, UT
Boise, ID
Burley, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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