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Building 2LEGACY FINANCIAL ADVISORS CORPORATION

Map pinBLOOMINGTON, MN
Phone952-893-5555
NotebookSEC #801-62026
Total AUM
$317.7M
Employees
6
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 AMERICAN BLVD WEST
SUITE 675
BLOOMINGTON
MN 55431
United States
Operating Hours
8:30A.M. TO 5:00 P.M.
Monday - Friday
Phone
952-893-5555

ReceiptFinancials

Total AUM
$317.7M
Accounts
948
Discretionary
$312.9M
Accounts
933
Non-Discretionary
$4.8M
Accounts
15

ContactClients

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Individual Clients
146
AUM
$47.6M
HNW Individual Clients
99
AUM
$270.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE & ESTATE PLANNING
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNTXWI

HandshakeAffiliates

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

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