Legacy Investment Solutions, LLC
BOISE, ID · CIK 2044858 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 2022 · limited liability company
- Assets managed$283.7m
- Staff18 · 6 in investment roles
- Main clients (by assets)Other advisers 98%, Mutual funds and ETFs 2%
- Websitelegacy-is.com
- Form ADV · 2026-08-21SEC adviser record
- Others nearbyBoise, ID
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.