Williamson Legacy Group, LLC

CRD 318629 · $183.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 318629
SEC number: 801-123281
Firm type: RIA
Assets under management: $183.1M as of Mar 11, 2026
Website: williamsonlegacygroup.com ↗
Phone: 317-447-3212
Address: Not yet retrieved from the source record

Advisors at this firm

5 in our index · page 1 of 1

Benjamin Charles HechtCRD 6540606 · Carmel, IN

IA RegisteredRegistration inactive
Jeanette Leann MccormickCRD 4469805 · Carmel, IN

IA RegisteredRegistration inactive
Donald Matthew PhelanCRD 4902644 · Carmel, IN

IA RegisteredRegistration inactive
Joseph Richard WilliamsonCRD 1274543 · Carmel, IN

IA RegisteredRegistration inactive

Disclosure event(s) on record
Owen Patrick WilliamsonCRD 5827559 · Brooklyn, NY

IA Registered

Source & corrections

Where this page comes from

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