Legacy South Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Legacy South General Information


Provider of wealth management services. The company provides affluent clients with a range of personalized wealth management services, including investment management, estate settlement and multigenerational wealth transfer.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Corporate Office
  • 3350 Riverwood Parkway South East
  • Atlanta, GA 30339
  • United States
+1 (770) 000-0000

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Legacy South Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Legacy South FAQs

  • When was Legacy South founded?

    Legacy South was founded in 1996.

  • Who is the founder of Legacy South?

    John Oglesby, John Viani, and Phillip Larkins are the founders of Legacy South.

  • Where is Legacy South headquartered?

    Legacy South is headquartered in Atlanta, GA.

  • What industry is Legacy South in?

    Legacy South’s primary industry is Asset Management.

  • Is Legacy South a private or public company?

    Legacy South is a Private company.

  • What is the current valuation of Legacy South?

    The current valuation of Legacy South is 000.00.

  • What is Legacy South’s current revenue?

    The current revenue for Legacy South is 000000.

  • When was Legacy South acquired?

    Legacy South was acquired on 01-May-2003.

  • Who acquired Legacy South?

    Legacy South was acquired by Northern Trust.

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