LEGACY FINANCIAL GROUP
Company Profile
| As of Date | 10/22/2025 |
| ADV Location | United States, CA / United States, IA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 25 -4% |
| of those in investment advisory functions | 20 -5% |
| AUM* | 863,251,586 15% |
| of that, discretionary | 854,942,527 16% |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,813 19% |
| High Net Worth | 16.49% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
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
712M
610M
508M
407M
305M
203M
102M
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds