1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LEGACY INVESTMENT PARTNERS, LLC

Map pinOVERLAND PARK, KS
Phone913-696-1550
NotebookSEC #801-63567
Total AUM
$403.1M
Employees
4
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6240 WEST 135TH STREET
SUITE 175
OVERLAND PARK
KS 66223
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
913-696-1550

ReceiptFinancials

Total AUM
$403.1M
Accounts
415
Discretionary
$394M
Accounts
360
Non-Discretionary
$9.1M
Accounts
55

ContactClients

View more in analytics →

Individual Clients
144
AUM
$23.1M
HNW Individual Clients
72
AUM
$371.9M
Charitable Organization Clients
6
AUM
$3.7M
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONCTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account