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Building 2LEGACY FINANCIAL ADVISORS

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Phone520-615-7775
NotebookSEC #801-67139
Total AUM
$14.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00AM TO 3:00PM
Monday - Friday
Phone
520-615-7775

ReceiptFinancials

Total AUM
$14.5M
Accounts
104
Discretionary
$5M
Accounts
83
Non-Discretionary
$9.5M
Accounts
21

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations

None reported

HandshakeAffiliates

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

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