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Building 2LEGACY ADVISORY GROUP, LLC

Map pinOVERLAND PARK, KS
Phone913-825-5225
NotebookSEC #801-108524
Total AUM
$34.8M
Employees
4
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10561 BARKLEY PLACE
SUITE 610
OVERLAND PARK
KS 66212
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
913-825-5225

ReceiptFinancials

Total AUM
$34.8M
Accounts
283
Discretionary
$11.1M
Accounts
123
Non-Discretionary
$23.7M
Accounts
160

ContactClients

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Individual Clients
39
AUM
$11.1M
HNW Individual Clients
7
AUM
$23.7M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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