|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Financial Advisors Corporation
✚
|
|
|---|---|
| CRD # | 115384 |
| SEC # | 801-62026 |
| CIK # | 0001720969, 0001730810 |
| AUM | $285.6 M (2025-04-23) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 952-893-5555 |
| Address | 3500 American Blvd West Bloomington, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.7 | ||
| Vertex Inc | 1.3 | ||
| Uber Technologies Inc | 1.0 | ||
| Mastec Inc | 0.6 | ||
| Bentley Systems Inc | 0.6 | ||
| Apple Inc | 0.1 | ||
| Fulton Financial Corp | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 50.0 |
| (b) Individuals (high net worth individuals) | 82 | 231.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 903 | 285.6 |
| By Discretionary | ||
| Discretionary | 889 | 281.4 |
| Non-Discretionary | 14 | 4.2 |
| Total | 903 | 285.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.6 | |
| Total | 903 | 285.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
OMC Financial Services Ltd
✚
|
NY | 0.3 |
|
Belvoir Wealth Management AG
✚
|
0.3 | |
|
Model Wealth Inc
✚
|
0.3 | |
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
|
Aspen Investment Management Inc
✚
|
MI | 0.3 |
|
Blue Oak Capital LLC
✚
|
CA | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Walker Asset Management LLC
✚
|
0.3 | |
|
Solitude Financial Services Inc
✚
|
VA | 0.3 |
|
Taylor Securities Inc
✚
|
TN | 0.3 |