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Legacy Financial Group LLC
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CRD # | 154927 |
SEC # | 801-79803 |
CIK # | 0001772483, 0001812454, 0001352547, 0001834011, 0001965579 |
AUM | $726.3 MM (2024-01-30) |
Employees | 18 (72% Investors, 28% Brokers) |
Phone | 515-255-3306 |
Address | 6000 Grand Avenue Des Moines, IA 50312 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 40.2 | |
AAPL | 2,382,844.0 | 37.3 | |
MSFT | 1,918,222.4 | 29.4 | |
GOOGL | 1,475,138.5 | 23.8 | |
AMZN | 1,092,997.8 | 19.6 | |
AVGO | 201,282.9 | 15.9 | |
JPM | 340,169.2 | 14.3 | |
UNP | 133,995.4 | 13.0 | |
META | 434,852.0 | 10.8 | |
FI | 10.7 |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,141 | 305.9 |
(b) Individuals (high net worth individuals) | 218 | 420.4 |
(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 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3,807 | 726.3 |
By Discretionary | ||
Discretionary | 3,807 | 726.3 |
Non-Discretionary | 0 | 0.0 |
Total | 3,807 | 726.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 726.3 | |
Total | 3,807 | 726.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001352547] | |
SC 13G | [0001352547] | |
13F-HR | [0001772483] | |
D | [0001812454] | |
13F-HR | [0001834011] | |
13F-HR | [0001965579] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Legacy Private Trust Co | Legacy Private Trust Co | [2016-02-11] |
Legacy Private Trust Co | Legacy Private Trust Co | [2014-07-08] |
Legacy Private Trust Co | Legacy Private Trust Co | [2014-05-30] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Fountainhead AM LLC
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NJ | 0.7 |
Veery Capital LLC
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|
DE | 0.7 |
Hanson & Doremus Investment Management
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|
VT | 0.7 |
Shorepoint Capital Partners LLC
✚
|
MA | 0.7 |
Financial Solutions Advisory Group Inc
✚
|
IL | 0.7 |
Oak Harvest Investment Services LLC
✚
|
TX | 0.7 |
Tufton Capital Management LLC
✚
|
MD | 0.7 |
The O'Dell Group LLC
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|
OH | 0.7 |
Gill Capital Partners LLC
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|
CO | 0.7 |
One Charles Private Wealth Services LLC
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|
MA | 0.7 |