LEGACY INVESTMENT PARTNERS, LLC

6240 West 135th Street
Suite 175
Overland Park, Kansas 66223
Tel: 913-696-1550

About LEGACY INVESTMENT PARTNERS, LLC

LEGACY INVESTMENT PARTNERS, LLC, formally registered with the SEC as LEGACY INVESTMENT PARTNERS, LLC. The firm was established in 10/08/2004. They have over 1 offices throughout the country.

LEGACY INVESTMENT PARTNERS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $317,243,074 assets under management, offering retirement planning & investment advisory services to 374 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133014
SEC#	801-63567
Assets Managed by Firm	$317,243,074
No. of Clients	374
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	374	$317,243,074
Individuals (other than high net worth individuals)	141	$26,792,252
High net worth individuals	76	$282,838,680
Charitable organizations	3	$3,327,714
Corporations or other businesses	1	$4,284,428

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