LEGACY FINANCIAL ADVISORS

Company Profile

As of Date 09/02/2026
Websites
AUM* 155,880,083 35%
of that, discretionary 111,271,864 191%
Number of Employees 6 20%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 280,865 281%
High Net Worth 27.62% 8%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

95M 81M 68M 54M 41M 27M 14M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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