LEGACY KNIGHT MFO, LLC

400 S. Record Street
Suite 1200
Dallas, Texas 75202
Tel: 945-536-5580

About LEGACY KNIGHT MFO, LLC

LEGACY KNIGHT MFO, LLC, formally registered with the SEC as LEGACY KNIGHT MFO, LLC. The firm was established in 06/30/2021. They have over 2 offices throughout the country.

LEGACY KNIGHT MFO, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,262,414,870 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305927
SEC#	801-121664
Assets Managed by Firm	$1,262,414,870
No. of Clients	47
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (HUMAN CAPITAL LEGACY SERVICES AND PHILANTHROPIC SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$1,262,414,870
High net worth individuals	20	$481,928,250

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