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Building 2LEGACY FINANCIAL GROUP, INC.

Map pinOVERLAND PARK, KS
Phone913-338-5000
NotebookSEC #801-61926
Total AUM
$63.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9401 INDIAN CREEK PARKWAY, STE. 450
OVERLAND PARK
KS 66210-2007
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
913-338-5000

ReceiptFinancials

Total AUM
$63.5M
Accounts
155
Discretionary
$0
Accounts
0
Non-Discretionary
$63.5M
Accounts
155

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSMOTX

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

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