11300 Tomahawk Creek Parkway
Suite 190
Leawood, Kansas 66211
Tel: 913-403-0600
LEGACY FINANCIAL STRATEGIES, LLC, formally registered with the SEC as LEGACY FINANCIAL STRATEGIES, LLC. The firm was established in 07/01/2016. They have over 2 offices throughout the country.
LEGACY FINANCIAL STRATEGIES, LLC is a Leawood, Kansas based Financial Planning firm with nearly $508,657,490 assets under management, offering retirement planning & investment advisory services to 1836 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 283553 |
SEC# | 801-107930 |
Assets Managed by Firm | $508,657,490 |
No. of Clients | 1836 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1836 | $508,657,490 |
Individuals (other than high net worth individuals) | 361 | $87,883,831 |
High net worth individuals | 245 | $311,806,678 |
Pension and profit sharing plans | 64 | $99,790,389 |
Charitable organizations | Fewer than 5 clients | $694,230 |
Corporations or other businesses | Fewer than 5 clients | $8,482,362 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
Explore More Retirement Advisors in Leawood, Kansas