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Building 2THE LEGACY FINANCIAL GROUP, INC.

Map pinTULSA, OK
Phone918-665-0826
NotebookSEC #801-64293
Total AUM
$590.7M
Employees
9
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1425 E. 41ST PLACE
SUITE 100
TULSA
OK 74105
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
918-665-0826
Other Offices
2

ReceiptFinancials

Total AUM
$590.7M
Accounts
1,510
Discretionary
$584.4M
Accounts
1,409
Non-Discretionary
$6.4M
Accounts
101

ContactClients

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Individual Clients
160
AUM
$62.2M
HNW Individual Clients
157
AUM
$526M
Pension/Profit Sharing Plan Clients
1
AUM
$785K
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$83.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NEOKTX

HandshakeAffiliates

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

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