LEGACY FINANCIAL GROUP
Company Profile
| AUM* | 1,027,651,455 36% |
| of that, discretionary | 1,012,803,461 37% |
| Number of Employees | 25 -4% |
| of those in investment advisory functions | 18 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 246,144 29% |
| High Net Worth | 21.88% 36% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
996M
853M
711M
569M
427M
284M
142M
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds