KINGDOM LEGACY ADVISORS
Total AUM
$196.5M
Employees
5Clients
223Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(952) 697-2225
Financials
Total AUM
$196.5M
Accounts
823Discretionary
$196.5M
Accounts
823Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
154AUM
$64.3M
HNW Individual Clients
69AUM
$132.3M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MN
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.