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Legacyroth

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.

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HeadquartersNew York, United StatesEmployees11 to 50Websitelegacyroth.comLinkedIn profileLinkedIn

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Top roles at Legacyroth

1 distinct titles indexed · top 1 shown.

  • 1summer associate

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