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Building 2THE LEGACY PLANNING GROUP

Map pinOVERLAND PARK, KS
Phone913-338-4530
NotebookSEC #801-61585
Total AUM
$14M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10901 SOUTH LOWELL AVENUE
SUITE 100
OVERLAND PARK
KS 66210
USA
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
913-338-4530

ReceiptFinancials

Total AUM
$14M
Accounts
193
Discretionary
$14M
Accounts
193
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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