117 East Fourth Street
Covington, Kentucky 41011
Tel: 859-655-5225
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
$7,678,048,654 | 93 | 44 | |
$4,469,969,570 | 105 | 19 | |
$3,803,189,141 | 21 | 142 | |
$3,257,395,486 | 67 | 180 |
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