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| Legacy Financial Strategies LLC
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| |
|---|---|
| CRD # | 283553 |
| SEC # | 801-107930 |
| CIK # | 0001723925 |
| AUM | $645.6 MM (2024-06-03) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Phone | 913-403-0600 |
| Address | 5400 Colllege Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.6 | |
| NVDA | 399,550.0 | 4.7 | |
| CTAS | 38,012.7 | 3.9 | |
| BRO | 16,290.0 | 3.9 | |
| MSFT | 1,918,222.4 | 3.7 | |
| AFL | 36,008.8 | 3.5 | |
| CAT | 99,975.7 | 3.5 | |
| ROP | 41,484.9 | 3.3 | |
| SHW | 58,089.9 | 3.3 | |
| SPGI | 113,084.7 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 106.3 |
| (b) Individuals (high net worth individuals) | 255 | 409.4 |
| (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 | 59 | 111.3 |
| (h) Charitable organizations | 0 | 7.6 |
| (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 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,921 | 645.6 |
| By Discretionary | ||
| Discretionary | 1,862 | 561.0 |
| Non-Discretionary | 59 | 84.6 |
| Total | 1,921 | 645.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 645.6 | |
| Total | 1,921 | 645.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001723925] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Alliance Advisory Group LLC
✚
|
KS | 0.6 |
|
Spectrum Asset Management Inc
✚
|
CA | 0.6 |
|
Investment Partners Ltd
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|
OH | 0.6 |
|
SKBA Capital Management LLC
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|
CA | 0.6 |
|
Consilium Wealth Management LLC
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|
CA | 0.6 |
|
Crane Advisory LLC
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|
CA | 0.6 |
|
Lafise Global Advisors LLC
✚
|
FL | 0.6 |
|
JT Stratford LLC
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|
GA | 0.6 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.6 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.6 |