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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Legacy Investment Partners LLC
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| CRD # | 133014 |
| SEC # | 801-63567 |
| CIK # | |
| AUM | $104.1 MM (79% Disc, 100% US) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 913-696-1550 |
| Address | 11350 Tomahawk Creek Parkway Leawood, KS 66211 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Miller Wealth Management Group LLC
✚
|
IL | 0.1 |
|
Cypress Capital Group Inc
✚
|
FL | 0.1 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.1 |
|
InterOcean Capital - TN LLC
✚
|
IL | 0.1 |
|
Collective Family Office LLC
✚
|
PA | 0.1 |
|
Creditease Wealth Management USA Limited
✚
|
NY | 0.1 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Financial Guidance Group Inc
✚
|
FL | 0.1 |
|
Snider Retirement Strategies Inc
✚
|
WA | 0.1 |
|
Park Ridge Asset Management LLC
✚
|
NC | 0.1 |