Legacyroth

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legacyROTH aims to bridge access and awareness of these institutional solutions with our tech-enabled platform and investment programs that integrates utilization with wealth management strategies. We believe alternatives investments held within insurance structures can exceed $1 trillion in invested assets. This is supported by the continued growth in wealth of high net worth individuals, number of independent wealth advisors, and allocations to alternative assets; coupled with robust operational processes and client suitability.

Company Details

Address
New York, New York, Us
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
New York, NEW YORK
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