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Building 2LEGACY FINANCIAL GROUP

Map pinDES MOINES, IA
Phone515-255-3306
NotebookSEC #801-79803
Total AUM
$1B
Employees
18
Clients
1,452

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6000 GRAND AVENUE
SUITE B
DES MOINES
IA 50312
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
515-255-3306

ReceiptFinancials

Total AUM
$1B
Accounts
4,146
Discretionary
$995.6M
Accounts
4,082
Non-Discretionary
$11.9M
Accounts
64

ContactClients

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Individual Clients
1,136
AUM
$311.9M
HNW Individual Clients
314
AUM
$686.4M
Corporation or Business Clients
2
AUM
$9.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL EDUCATION PROGRAM FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILKSLAMNMONCNENHORTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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