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Home > Retirement Planners > oklahoma > tulsa > THE LEGACY FINANCIAL GROUP, INC.
THE LEGACY FINANCIAL GROUP, INC.
1425 E. 41st Place
Suite 100
Tulsa, Oklahoma 74105
Tel: 918-665-0826
About THE LEGACY FINANCIAL GROUP, INC.
THE LEGACY FINANCIAL GROUP, INC, formally registered with the SEC as THE LEGACY FINANCIAL GROUP, INC. The firm was established in 04/04/2005. They have over 1 offices throughout the country.
THE LEGACY FINANCIAL GROUP, INC. is a Tulsa, Oklahoma based Financial Planning firm with nearly $513,560,986 assets under management, offering retirement planning & investment advisory services to 1608 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135059 |
| SEC# | 801-64293 |
| Assets Managed by Firm | $513,560,986 |
| No. of Clients | 1608 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1608 | $513,560,986 |
| Individuals (other than high net worth individuals) | 178 | $70,113,545 |
| High net worth individuals | 131 | $441,137,130 |
| Pension and profit sharing plans | Fewer than 5 clients | $519,637 |
| Charitable organizations | Fewer than 5 clients | $1,720,591 |
| Corporations or other businesses | Fewer than 5 clients | $70,083 |
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