Legacy One Financial Advisors LLC

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Assets, Funds, Holdings

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Legacy One Financial Advisors LLC
CRD #288199
SEC #801-110515
CIK #
AUM $1.6 BB (99% Disc, 100% US)
Employees25 (60% Investors, 0% Brokers)
Phone512-342-0202
Address8911 Capital of Texas Hwy N, Bldg 3, Ste 3210
Austin, TX 78759
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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Shufro Rose & Co LLC
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Advisory Services & Investments LLC
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G W Henssler & Associates Ltd
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Birch Hill Investment Advisors LLC
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Cape Ann Asset Management Limited
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LM Advisors LLC
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Comerica Securities Inc
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