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Building 2LEGACY ADVISORY GROUP

Map pinOVERLAND PARK, KS
Phone913-825-5225
NotebookSEC #801-67177
Total AUM
$103M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7111 W. 98TH TERRACE
SUITE 110
OVERLAND PARK
KS 66212
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
913-825-5225

ReceiptFinancials

Total AUM
$103M
Accounts
467
Discretionary
$27M
Accounts
195
Non-Discretionary
$76M
Accounts
272

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

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

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