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Building 2LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Map pinLOUISVILLE, KY
Phone(502) 873-0522
NotebookSEC #801-127031
Total AUM
$484M
Employees
8
Clients
750

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MALLARD CREEK RD
SUITE 402
LOUISVILLE
KY 40207
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(502) 873-0522

ReceiptFinancials

Total AUM
$484M
Accounts
2,614
Discretionary
$484M
Accounts
2,614
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
585
AUM
$134.9M
HNW Individual Clients
156
AUM
$344.2M
Charitable Organization Clients
1
AUM
$973.3K
Corporation or Business Clients
8
AUM
$3.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINKYLAMANCOHSCTNTXVA

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

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