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Home > Retirement Planners > kentucky > louisville > LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
100 Mallard Creek Rd
Suite 402
Louisville, Kentucky 40207
Tel: (502) 873-0522
About LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC, formally registered with the SEC as LEGACY FINANCIAL INDEPENDENT ADVISORS LLC. The firm was established in 03/15/2023. They have over 1 offices throughout the country.
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC is a Louisville, Kentucky based Financial Planning firm with nearly $428,440,270 assets under management, offering retirement planning & investment advisory services to 2296 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324258 |
| SEC# | 801-127031 |
| Assets Managed by Firm | $428,440,270 |
| No. of Clients | 2296 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2296 | $428,440,270 |
| Individuals (other than high net worth individuals) | 529 | $132,437,000 |
| High net worth individuals | 138 | $283,147,000 |
| Charitable organizations | 3 | $900,270 |
| Corporations or other businesses | 3 | $11,956,000 |
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