Company Information

Get to know Egan Legacy Partners

Egan Legacy Partners is a registered investment adviser and multi-family office based in Dallas, Texas. The firm was founded to provide objective, comprehensive, and highly personalized wealth management services to a select number of affluent families and foundations. Their core mission is to act as a fiduciary, managing all aspects of their clients' financial lives, which includes investment management, financial and estate planning, and philanthropic strategies, to preserve and grow generational wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Egan Legacy Partners

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.