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Caleb Andrew Howard

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
2,367 clients
Average Client Portfolio
$102K average
Assets Under Management
$240.3M

Fee Structure

Financial Planning:Investment management only
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Location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Caleb owns and operates ATPP, LLC, a video production services business, since December 2023. This activity takes about half of Caleb's time, with a few hours per week occurring during trading hours.

Employment History
Current Registrations
Ancorato
January 2024 - Present · 2 yrs 1 mo
Legacy Wealth Management, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Legacy Investment Solutions, LLC
October 2022 - December 2023 · 1 yr 2 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.