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Building 2LEGACY KNIGHT MFO, LLC

Map pinDALLAS, TX
Phone945-536-5580
NotebookSEC #801-121664
Total AUM
$2.8B
Employees
21
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3001 MAPLE AVENUE
SUITE 350
DALLAS
TX 75201
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
945-536-5580

ReceiptFinancials

Total AUM
$2.8B
Accounts
53
Discretionary
$942.3M
Accounts
33
Non-Discretionary
$1.9B
Accounts
20

ContactClients

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HNW Individual Clients
20
AUM
$1.9B
Pooled Vehicle Clients
33
AUM
$942.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
HUMAN CAPITAL LEGACY SERVICES AND PHILANTHROPIC SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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