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Building 2LEGACY FINANCIAL STRATEGIES, LLC

Map pinOVERLAND PARK, KS
Phone913-403-0600
NotebookSEC #801-100471
Total AUM
$162M
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4060 INDIAN CREEK PARKWAY
OVERLAND PARK
KS 66207
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
913-403-0600

ReceiptFinancials

Total AUM
$162M
Accounts
1,159
Discretionary
$133.2M
Accounts
1,102
Non-Discretionary
$28.9M
Accounts
57

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLKSMONJNYTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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