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LEGACY FINANCIAL ADVISORS, INC.
117 East Fourth Street
Covington, Kentucky 41011
Tel: 859-655-5225
About LEGACY FINANCIAL ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, INC, formally registered with the SEC as LEGACY FINANCIAL ADVISORS, INC. The firm was established in 08/02/2011. They have over 1 offices throughout the country.
LEGACY FINANCIAL ADVISORS, INC. is a Covington, Kentucky based Financial Planning firm with nearly $1,125,634,229 assets under management, offering retirement planning & investment advisory services to 4401 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158675 |
| SEC# | 801-72637 |
| Assets Managed by Firm | $1,125,634,229 |
| No. of Clients | 4401 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4401 | $1,125,634,229 |
| Individuals (other than high net worth individuals) | 600 | $160,270,421 |
| High net worth individuals | 353 | $816,317,107 |
| Pension and profit sharing plans | 52 | $139,870,536 |
| Charitable organizations | 4 | $9,176,165 |
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