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Building 2LEGACY CONSULTING GROUP

Map pinPLANO, TX
Phone972-599-4750
NotebookSEC #801-57457
Total AUM
$378.6M
Employees
4
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5340 LEGACY DRIVE
STE 165
PLANO
TX 75024
United States
Operating Hours
MON-THURS 8:30 AM TO 5:00 PM; FRI 8:30AM - 12:00PM
Monday - Friday
Phone
972-599-4750

ReceiptFinancials

Total AUM
$378.6M
Accounts
516
Discretionary
$366.3M
Accounts
465
Non-Discretionary
$12.4M
Accounts
51

ContactClients

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Individual Clients
57
AUM
$8.9M
HNW Individual Clients
141
AUM
$348.6M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
2
AUM
$12.1M
Corporation or Business Clients
2
AUM
$3.4M
Other Clients
6
AUM
$536.2K
Description of Other Clients
DONOR-ADVISED FUND

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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