Be advised. This firm is no longer registered.

Legacy Advisory Group

Legacy Advisory Group (CRD# 141329) is a financial advisory firm headquartered in Overland Park, KS. They manage $105,000,000 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7111 W. 98th Terrace, Suite 110, Overland Park, KS 66212
http://www.legacyadvisoryllc.com/
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Legacy Advisory Group
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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