Legacy Financial Advisors Corporation
Legacy Financial Advisors Corporation is an SEC-registered wealth manager in Bloomington, MN with $317.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Legacy Financial Advisors Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115384, SEC 801-62026, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $317.7M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Bloomington, MN
- Employees
- 6
- Clients
- 245
- CRD
- 115384
- Ownership
- JACOBSON, SHAWN, JAY; MENZEL, THOMAS, LEE; BIERMANN, LAURA, ANNE; Biermann, Laura, Anne
How much AUM does Legacy Financial Advisors Corporation have?
Legacy Financial Advisors Corporation reported $317.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Legacy Financial Advisors Corporation?
Disclosed owners and executives of Legacy Financial Advisors Corporation include JACOBSON, SHAWN, JAY, MENZEL, THOMAS, LEE, BIERMANN, LAURA, ANNE, Biermann, Laura, Anne. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.