CLOs on the Move

Legacy Financial Advisors

www.legacygr.com

 
Legacy Financial Advisors is a Grand Rapids, MI-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million
  • www.legacygr.com
  • Frey Bldg 300 Ottawa Ave NW Ste 600
    Grand Rapids, MI USA 49503
  • Phone: 616.451.3224

Executives

Name Title Contact Details

Similar Companies

RMB Capital

RMB Capital is an independent investment advisory firm focused on preserving and growing wealth for individuals, families, institutions, and employers.

Lower

Lower`s multi-channel fintech platform meets consumers where they want to do business. Its tech-forward direct to consumer brand, Lower.com, offers a streamlined, digital approach, while its retail presence, consisting of Homeside Financial and 18 additional regional lending teams, focuses on an in-person, local experience with offices around the country. Additionally, the company will soon expand to offer Mortgage as a Service (MaaS) to its growing book of business. The company has funded more than $18.2B in loans since its founding in 2014 and raised the largest Series A investment in Ohio history in 2021. The Lower team has grown from five employees in Columbus, Ohio to more than 1,700 across the nation, and has been named a best place to work, both locally and nationwide.

Featherfist Inc

Featherfist Inc is a Chicago, IL-based company in the Financial Services sector.

Coleman/Quiner

Coleman/Quiner is a Johnston, IA-based company in the Financial Services sector.

RAFFERTY HOLDINGS LIMITED

Diversified Investment Banking, Institutional Securities Brokerage & Wealth Management Services