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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Legacy Financial Group LLC
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| CRD # | 154927 |
| SEC # | 801-79803 |
| CIK # | |
| AUM | $489.0 MM (100% Disc, 100% US, 2020-03-17) |
| Employees | 11 (100% Investors, 36% Brokers) |
| Phone | 515-255-3306 |
| Address | 6000 Grand Avenue Des Moines, IA 50312 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| 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 |