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| Legacy Financial Advisors Corporation
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| |
|---|---|
| CRD # | 115384 |
| SEC # | 801-62026 |
| CIK # | 0001730810, 0001720969 |
| AUM | $257.2 MM (2024-02-02) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 952-893-5555 |
| Address | 3500 American Blvd W Bloomington, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MTZ | 5,535.2 | 106.4 | |
| VERX | 1,710.5 | 78.0 | |
| AAPL | 2,382,844.0 | 30.9 | |
| MSFT | 1,918,222.4 | 23.8 | |
| META | 434,852.0 | 17.2 | |
| AMZN | 1,092,997.8 | 13.1 | |
| GOOGL | 1,475,138.5 | 12.6 | |
| NVDA | 399,550.0 | 11.6 | |
| BSY | 9,827.9 | 9.5 | |
| JNJ | 465,600.2 | 8.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 52.3 |
| (b) Individuals (high net worth individuals) | 75 | 200.8 |
| (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 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 893 | 257.2 |
| By Discretionary | ||
| Discretionary | 879 | 253.2 |
| Non-Discretionary | 14 | 4.0 |
| Total | 893 | 257.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.2 | |
| Total | 893 | 257.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
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|---|---|---|
|
Tate Wealth Management
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CA | 0.3 |
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V2 Financial Group LLC
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IL | 0.3 |
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Aspen Investment Management Inc
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MI | 0.3 |
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NY | 0.3 |
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Peninsula Asset Management Inc
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FL | 0.3 |
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OH | 0.3 |
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Investor's Fiduciary Advisor Network LLC
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ID | 0.3 |
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Whiterock Wealth Management Co
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TX | 0.3 |
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The J Arnold Wealth Management Co LLC
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