Legacy Fiduciary Services
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Legacy Fiduciary Services
Todd Omer
Founder
About Legacy Fiduciary Services
Our goal, as an independent trustee is, by lending an educated, impartial and independent viewpoint, to help create an ESOP that provides the best possible results for employee/participants, stockholders and the Company. Our job, as an independent trustee, is to represent the interests of the employee/participants. Successful ESOP is an incredible vehicle for the growth of a company and its employees. Our experience and knowledge, as a practicing Certified Public Accountant and as a trustee for ESOPs, both for purchase and sale transactions and as continuing trustee, and in several problem-solving situations, increases our ability to understand the complexities of the financial aspects of the Company, the ESOP, and the related tax laws.
Legacy Fiduciary Services revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Legacy Fiduciary Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Legacy Fiduciary Services has never raised funding before.
Lithuania
United Kingdom
South Africa
SpainFrequently asked questions
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