Legacy Financial Group LLC

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CAFR Data
Legacy Financial Group LLC
CRD #154927
SEC #801-79803
CIK #
AUM $489.0 MM (100% Disc, 100% US, 2020-03-17)
Employees11 (100% Investors, 36% Brokers)
Phone515-255-3306
Address6000 Grand Avenue
Des Moines, IA 50312
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
4903922941969802010201320172021
Comparable Firms State AUM ($BB)
Ohanesian / Lecours Inc
CT 0.5
Trajan Wealth LLC
AZ 0.5
The Ullmann Financial Group Inc
FL 0.5
Legacy Partners Investment Management Services LLC
CA 0.5
Regatta Capital Group LLC
CA 0.5
Faircourt Partners LLC
IL 0.5
Conlon & DART LLC
WA 0.5
Galecki Financial Management Inc
IN 0.5
Hendershot Investments Inc
VA 0.5
Strategic Capital Group LLC
WA 0.5
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