LEGACY FINANCIAL GROUP

other names
  • LEGACY FINANCIAL GROUP
  • LEGACY FINANCIAL GROUP, LLC
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Adviser Profile

Registration status Registration Changed to LEGACY FINANCIAL GROUP, LLC
As of Date 05/26/2020
Adviser Type
Number of Employees 9
of those in investment advisory functions 6
AUM* 75,350,383
of that, discretionary 12,806,325
Private Fund GAV* 0
Avg Account Size 2,598,289
% High Net Worth 7.94%
SMA’s Yes
Private Funds 0

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

Compensation Arrangments

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

Reported AUM

107M 92M 77M 61M 46M 31M 15M
2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees